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Steven Keller
44 Years of Experience
Fort White, FL
1 DisclosureBroker
Steven Keller is a registered investment advisor at Wealth Asset Managers, based in Fort White, FL, with 44 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,003 clients with $320M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
2,003 clients
Average Client Portfolio
$161K average
Assets Under Management
$321.9M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fees depend on the size and complexity of the client relationship, up to a maximum of 1.00%. Fees are billed monthly in advance and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fort White, FL
Get directionsHistory
Regulatory History (1)
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Criminal
March 1971Final Disposition
Employment History
Current Registrations
Wealth Asset Managers
June 2003 - Present · 23 yrs 4 mos
Nelson Securities,inc.
December 1993 - Present · 32 yrs 10 mos
Nelson Securities,inc.Broker
December 1993 - Present · 32 yrs 10 mos
Previous Registrations
Aragon Financial Services, INC.Broker
September 1992 - December 1993 · 1 yr 3 mos
The Great-West Life Assurance CompanyBroker
June 1990 - October 1991 · 1 yr 4 mos
Benefitscorp Equities, INC.Broker
February 1990 - October 1991 · 1 yr 8 mos
Ur Financial, INC.Broker
October 1989 - March 1990 · 5 mos
Security First Financial, INC.Broker
March 1982 - June 1995 · 13 yrs 3 mos
State Registrations43 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.