KC
CFP · ChFC
KC
CFP · ChFC

Keith Chandler

32 Years of Experience
Meridian, ID
2 Disclosures

Keith Chandler is a CFP, ChFC-designated registered investment advisor at Inspire Advisors, LLC, based in Meridian, ID, with 32 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
65 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2021
Settled
Customer Dispute
June 2003
Denied
Other Business Activities

Keith is a fund manager for the Inspire Tactical Balanced ESG ETF since 2020. He spends about 10-20% of his time tracking asset classes and adjusting allocations.

Employment History
Current Registrations
Inspire Advisors, LLC
April 2019 - Present · 7 yrs
Previous Registrations
Ameriprise Financial Services, INC.
December 1997 - April 2019 · 21 yrs 4 mos
Ameriprise Financial Services, INC.Broker
August 1993 - April 2019 · 25 yrs 8 mos
Ids Life Insurance CompanyBroker
August 1993 - July 2006 · 12 yrs 11 mos
PFS Investments INC.Broker
May 1993 - December 1993 · 7 mos
State Registrations2 states
NCTX
Advisor

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.
Keith Chandler - Financial Advisor | TrueAdvisor