Keaton James is a registered investment advisor at Civitas Financial LLC, based in Okemos, MI. Keaton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3 clients with $25K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Civitas Financial works with Gradient Investments to manage your investments. The annual fee you pay is split between Civitas and Gradient Investments. Here's a breakdown of the annual fees for different portfolio types:
- Strategic Portfolios: 1.80% total (1.00% to Civitas, 0.80% to Gradient Investments)
- Tactical Portfolios: 1.70% total (1.00% to Civitas, 0.70% to Gradient Investments)
- Allocation & Defined Outcome Portfolios: 1.60% total (1.00% to Civitas, 0.60% to Gradient Investments)
- Private Wealth Portfolios: 1.50% total (1.00% to Civitas, 0.50% to Gradient Investments)
- Preservation Portfolios: 1.00% total (0.60% to Civitas, 0.40% to Gradient Investments)
- Client Directed Accounts: $300 total ($0 to Civitas, $300 to Gradient Investments)
In addition to the above fees, there is a $15 quarterly service fee. These fees are negotiable.
Location
2175 Association Dr, Suite 270, Okemos, MI, 48864
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Civitas Financial LLC
State Registrations1 state
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