Keyes, Stange & Wooten Wealth Management, LLC is a well-established investment advisory firm located in Palm Coast, FL. With two offices, the company serves a diverse range of clients, primarily focusing on high net worth individuals. Committed to delivering exceptional financial guidance, Keyes, Stange & Wooten Wealth Management, LLC boasts a team of seven highly skilled professionals, four of whom specialize in investment advisory services.
As a trusted partner in wealth management, the firm currently manages assets worth an impressive $280,012,000 for over 230 individual clients. With an average of $70,000,000 in assets under management per investment advisor, Keyes, Stange & Wooten Wealth Management, LLC performs at the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' success.
While the majority of their assets under management are discretionary, Keyes, Stange & Wooten Wealth Management, LLC also possesses the expertise to handle employer funds. Although 401K and individual accounts represent less than 30% of their assets, the firm takes pride in providing comprehensive solutions to meet diverse investment needs.
Keyes, Stange & Wooten Wealth Management, LLC is distinguished by its team of experienced advisors, including Marcus Wooten, Howard Stange, and Gerald Keyes, who have demonstrated their commitment to client success over the years. With a customer-centric approach and a focus on delivering tailored financial strategies, the firm has earned a reputation for excellence in the industry.