Keyes, Stange & Wooten Wealth Management, LLC

Keyes, Stange & Wooten Wealth Management, LLC is an SEC-registered investment advisor established in 2003. The firm offers portfolio management services, financial planning, and implements investment plans for clients. They provide advice on various investments such as equity securities, debt securities, mutual funds, and life insurance contracts. The firm manages client portfolios on a discretionary and non-discretionary basis, offering model portfolios with different investment strategies. Clients have the option for custom portfolio management based on their specific needs. The firm uses Modern Portfolio Theory for portfolio management and employs fundamental, technical, and economic analysis. They do not engage in performance-based fees or side-by-side management. Keyes, Stange & Wooten Wealth Management charges asset-based fees for portfolio management services, with minimum investment requirements varying based on the type of account. The firm does not vote proxies on behalf of client securities and does not provide legal advice or take actions on legal proceedings related to client investments. The firm has no financial commitments impairing its ability to meet client obligations. Clients are encouraged to compare account statements received from the custodian with reports provided by the firm.