Keith Wiltfong
Keith Wiltfong is a CFP-designated registered investment advisor at Capstone Investment Management LLC, based in Palm Coast, FL, with 13 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 296 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable for accounts over $20,000,000. Billed monthly in arrears.
Fee Estimator
Location
18 Market Ave., Suite 100, Palm Coast, FL, 32164
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is an insurance agent for Capstone Planning, LLC, dedicating about half of his time to this investment-related activity. He is also a member of Capstone Home and Auto, LLC, but spends no time on this non-investment related business.
Employment History
Current Registrations
Capstone Investment Management LLC
Previous Registrations
Gradient Advisors, LLC
Brookstone Capital Management LLC
Coppell Advisory Solutions, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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