Jose Cuellar is a registered investment advisor at Keystone Financial Group, INC., based in Atlanta, GA. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 289 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keystone Financial Group's fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.50% to 1.50% per year. The exact fee is negotiable and depends on your individual circumstances. The fee is billed quarterly in advance.
Location
6849 Peachtree Dunwoody Road, Building A1, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Keystone Financial Group, INC.
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.