Kevin Keleher
Kevin Keleher is a ChFC-designated registered investment advisor at Klk Capital Wealth Advisors LLC, based in Abita Springs, LA, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 105 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
The annual fee is negotiable.
Fee Estimator
Location
Abita Springs, LA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is a licensed insurance agent selling fixed insurance products since 1990. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Klk Capital Wealth Advisors LLC
Previous Registrations
Lewer Financial Advisors, LLC
The Etf Store, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
Sunset Financial Services, INC.
State Registrations1 state
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.