Brian Amend is a registered investment advisor at Keystate Advisory, LLC, based in Wilmington, DE, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KeyState Advisory's fees are negotiated with each client and are not based on a set schedule. The firm charges fixed quarterly fees, which are expected to range from $2,500 to $200,000 per quarter. Some clients' fees are based on a percentage of the market value of their portfolio.
Location
919 N. Market Street, Suite 225, Wilmington, DE, 19801
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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.
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Brian is an EVP of The KeyState Companies and involved in the operations and management of various business lines. This participation takes a substantial amount of Brian's time and provides a substantial part of his income.
Employment History
Current Registrations
Keystate Advisory, LLC
Previous Registrations
Keystate Advisory, LLC
State Registrations2 states
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.