Keith
Ellis
Shp Wealth Management, LLC
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About this Advisor
Keith Ellis is a financial advisor based in Plymouth, Massachusetts, working with Shp Wealth Management, LLC. Keith has previously held positions at Shp Financial, Gep Real Estate, D&K Partners, Keith Ellis & Associates, Shp Wealth Management LLC, Wagg Marketing, Eqis Capital Management, Wicked Fire Pizza, Four Hands, LLC, and Shp Holding, LLC. Keith has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Keith is part of Shp Wealth Management, LLC, which operates out of Plymouth, Massachusetts. The firm has 5 offices and 46 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Shp Wealth Management, LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shp Wealth Management, LLC Brokerage Details
$1,097,350,737
46
5,758
$190,578
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Keith Ellis Work History
Shp Holding, LLC
Wicked Fire Pizza
Four Hands, LLC
Shp Wealth Management LLC
D&K Partners
Keith Ellis & Associates
Gep Real Estate
Shp Financial
Wagg Marketing
Eqis Capital Management
Disclosures
Please visit the SEC profile of Keith Ellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shp Wealth Management, LLC
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
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