Benjamin Sande is a registered investment advisor at Keystone Financial Services, LLC, based in Omaha, NE, with 3 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,043 clients with $240M 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 | 1.35% |
Investment advisory fees range up to 1.35% pursuant to a tiered fee schedule based on complexity, asset level, and overall relationship.
Fee Estimator
Location
9802 Nicholas Street, Suite 315A, Omaha, NE, 68114
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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 →Employment History
Current Registrations
Keystone Financial Services, LLC
Private Client Services, LLCBroker
Previous Registrations
PFS Investments INC.Broker
TD Ameritrade, INC.Broker
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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