Keating Wealth Management is a Colorado state-regulated registered investment adviser that began operations in 2016. We provide comprehensive financial planning and investment advisory services.
Keating Wealth Management acts as a fiduciary, which means that all advice and decisions rendered by us to you must first and foremost always be in your best interests. We are entirely fee-based.
We charge a fee of 1% of the assets under management on an annual basis up to the first $5 million (with flexible/flat pricing for larger accounts). Fees are billed and deducted monthly from client accounts.
With our advice, we believe we can either (i) save you at least 1% per year in the cost of mistakes that you otherwise might make, and/or (ii) cause your lifetime investment return to rise more than 1% per year because of more appropriate investment choices, and/or (iii) save you at least the equivalent of 1% per year in time, energy and worry.
Charles Schwab & Co., Inc. serves as our custodian and holds all client assets.
Timothy J. Keating is the sole owner of the firm.
We are located in Greenwood Village, a Denver suburb located 11 miles south of the State Capitol building.