Advisor at Keystone Private Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Keystone Private Wealth
Location
Palm Desert, CA 92260
Credentials
CFP®, Series 66
Industry experience
13 years
Michael Mortenson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Keystone Private Wealth. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cypress Wealth Services, and World Equity Group. In addition to his advisory work, he is involved with HOA Invest, a software platform that supports investment recommendations for homeowners associations under California law. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting primarily for high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a fundamentally driven, long-term investment approach while maintaining flexibility to adjust portfolios based on client needs and market conditions.
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, Inc.
2021 - Present (5 years)
KEYSTONE WEALTH SERVICES, LLC DBA Keystone Private Wealth
2021 - Present (5 years)
M.S. Howells & CO
2021 - 2021 (1 year)
Cypress Wealth Serivces, LLC
2018 - 2021 (3 years)
Purshe Kaplan Sterling Investments
2018 - 2021 (3 years)
World Equity Group
2012 - 2018 (6 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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