Abbott Keller is a CFA-designated registered investment advisor at Kestrel Investment Management CORP, based in San Mateo, CA, with 29 years of industry experience. Abbott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $180M 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 $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are subject to negotiation. Institutional clients pay 1.00% on the first $3,000,000 and 1.00% on the balance. The fund charges a management fee of 1.0% per annum.
Fee Estimator
Location
411 Borel Avenue, Suite 403, San Mateo, CA, 94402
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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 →Employment History
Current Registrations
Kestrel Investment Management CORP
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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