Advisor at Keystone Private Wealth
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Firm
Keystone Private Wealth
Location
Palm Desert, CA 92260
Credentials
Series 66
Industry experience
20 years
Lisa Beaty is a financial advisor at Keystone Private Wealth with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Cypress Wealth Services, and Integrated Wealth Management. Outside of her advisory role, she is involved in financial planning and consulting through several entities, including Capital CS Group and C2 Independence, LLC, and also participates in insurance-related activities. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a fundamental, long-term investment approach with flexibility for rebalancing, building customized portfolios using a range of asset classes including mutual funds, ETFs, equities, fixed income, and select alternative investments.
Based on Keystone Private Wealth
Based on Keystone Private Wealth
Fixed fees for financial planning and consulting services range from $500 to $10,000.
up to 2.00% annually (investment advisory fees)
Advisory Persons may receive commissions from securities and insurance sales separate and in addition to advisory fees.
Up to $350 per hour for financial planning and consulting services.
Recurring fees for financial planning and consulting services that automatically renew yearly, ranging from $500 to $10,000.
Fee-only: Financial planning and consulting services offered at hourly, fixed, or recurring fee basis; hourly up to $350/hour; fixed and recurring fees range from $500 to $10,000.
73575 El Paseo, Suite 2300
Palm Desert, CA 92260
California
Purshe Kaplan Sterling Investments
2021 - Present (5 years)
Keystone Wealth Services DBA Keystone Private Wealth
2021 - Present (5 years)
Cypress Wealth Services, LLC
2017 - 2021 (4 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2017 - 2021 (4 years)
Integrated Wealth Management, Inc.
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Palm Desert, CA
Pamela Plick Wealth Management LLC
Series 63, Series 65
Indio, CA
George Hill Asset Management, LLC
CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
CFP®, Series 63, Series 65
Palm Desert, CA
Desert Financial Planning
Series 65
Palm Springs, CA
Luke Capital
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
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