Brandon Rosi is a registered investment advisor at Keystone Private Wealth, based in Palm Desert, CA. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 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
Keystone Private Wealth's investment advisory fees are based on the value of your portfolio and are charged quarterly. The annual fee will not exceed 2.00%. The ultimate fee depends on the size of your account and the complexity of the services provided. Fees may be negotiable. Financial planning and consulting services are included unless you engage for those services separately.
Location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Keystone Private Wealth
State Registrations1 state
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