Kelton Burgess
Kelton Burgess is a registered investment advisor at Impact Partnership Wealth, LLC, based in Cranberry Twp, PA, with 3 years of industry experience. Kelton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.
Location
20206 Route 19, Ste 300, Cranberry Twp, PA, 16066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Kelton owns KMB Financial DBA Cranberry Wealth, offering financial services, investment advice, and fixed index and life insurance sales, dedicating nearly full-time hours to it. He also owns and works as an attorney at Law Offices of Kelton M. Burgess, LLC, spending nearly full-time hours on legal services.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
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.