James Desrocher is a registered investment advisor at Keynote Financial Services, LLC, based in Vernon, CT, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 225 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Keynote Financial Services manages your money, the annual fee ranges from 0.5% to 2% of the market value of your investments. The exact percentage depends on the size and complexity of your account. The fee is calculated at the end of each calendar quarter and paid quarterly.
Location
7 Keynote Drive, Suite D, Vernon, CT, 06066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Keynote Financial Services, LLC
State Registrations1 state
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