Keith Conley is a CFP-designated registered investment advisor at Wealth Teams Alliance, based in Irvine, CA, with 6 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 812 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Annual advisory fees generally range from 0.60% to 1.10% based on assets under management, and the maximum annual fee will not exceed 1.50%. Fees vary based on factors such as the assigned representative, portfolio size, complexity, and negotiations.
Fee Estimator
Location
15520 Rockfield Blvd, Suite G, Irvine, CA, 92618
Get directionsHistory
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 works as a life insurance and annuity agent with Mitchell Financial Solutions since 2018, dedicating about 10-20% of his time. He places insurance and annuity products as a career agent.
Employment History
Current Registrations
Wealth Teams Alliance
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
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.
Exams
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