Joanne Keller is a registered investment advisor at The Aranda Group Advisors, LLC, based in Jenkintown, PA, with 38 years of industry experience. Joanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 159 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally 2.00% per annum and are negotiable based on account size, asset structure complexity, and other unique factors. Unified Managed Accounts also generally charge 2.00% per annum, which includes overlay manager and third-party manager fees.
Fee Estimator
Location
724 Old York Road, Jenkintown, PA, 19046
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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 Activities
Joanne works as a part-time hourly employee for a computer software company, providing cleaning services since 2013. This takes about 10-20% of Joanne's time and is not investment-related.
Employment History
Current Registrations
The Aranda Group Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Capital Analysts, IncorporatedBroker
M&t Securities, INC.Broker
Keystone Brokerage, LLCBroker
Boenning & Scattergood, INC.Broker
Capital Analysts, IncorporatedBroker
Van Kampen Merritt INC.Broker
W. H. Newbold's Sons & CO., INC.Broker
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.
Exams
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