Advisor at Keynote Financial Services, LLC
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Firm
Keynote Financial Services, LLC
Location
Vernon, CT 06066
Credentials
Series 63, Series 66
Industry experience
10 years
James Desrocher is a financial advisor at Keynote Financial Services, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Keynote Financial Services since 2015. Keynote Financial Services primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, trusts, estates, and employer plans. The firm manages approximately $182 million on a discretionary basis and employs a core-and-satellite investment approach combining long-term asset allocation with opportunistic growth strategies.
Based on Keynote Financial Services, LLC
0.5% to 2% annually (negotiable, depending on size and complexity of account)
Up to $200/hour (negotiable)
Fee-only: Hourly fee up to $200/hour (negotiable)
7 Keynote Drive, Suite D
Vernon, CT 06066
Connecticut
Keynote Financial Services, LLC
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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