Kelli Cox is a registered investment advisor at Keystone Private Wealth, based in Palm Desert, CA, with 2 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 5 more. Their firm serves 635 clients with $860M 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 | 2.00% |
Annual fee will not exceed 2.00% and is based on the average daily ending market value of assets under management. Fees are negotiable at the sole discretion of the advisor.
Fee Estimator
Location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
Get directionsHistory
Regulatory History (1)
Financial
October 2020Other Business Activities
Kelli is the owner of CGC - Mroz Accounts & Advisors, a tax and accounting business in Palm Desert, CA. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Keystone Private Wealth
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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