Keith Chandler is a CFP, ChFC-designated registered investment advisor at Inspire Advisors, LLC, based in Waxhaw, NC, with 33 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 3,536 clients with $1.3B 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 $50K | 1.50% |
| $50K - $125K | 1.25% |
| $125K - $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.05% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Representative may select from multiple fee schedules (Schedules 1 through 8). Maximum advisory fee is capped at 2.50% annually. Separately managed accounts may carry additional platform fees of 0.35% or 0.55%.
Fee Estimator
Location
121 South Broome Street, Waxhaw, NC, 28173
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2021Customer Dispute
June 2003Other 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
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
PFS Investments INC.Broker
State Registrations2 states
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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