Keegan Silva is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 6 years of industry experience. Keegan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keegan is associated with Jackson Ventures LLC, a general manager for Capitalize Wealth Management, and an owner of Quincy Wells Capital/Quincy Wells Group. He spends minimal time on investor relations for Jackson Ventures, about half his time at Capitalize Wealth Management, and minimal time on operations for Quincy Wells Capital/Quincy Wells Group.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Previous Registrations
Great Point Advisors, LLC
State Registrations1 state
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