Karen Kehres is a registered investment advisor at Meyers Wealth Management, LLC, based in Columbus, OH, with 22 years of industry experience. Karen 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 1 more. Their firm serves 860 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meyers Wealth Management charges a percentage of your portfolio's value each quarter, paid in advance. The fee varies depending on the amount you invest:
- $500,000 and Below: 1.50% - 2.00%
- $500,001 – $1,000,000: 1.25% - 1.50%
- $1,000,001 – $2,500,000: 1.00% - 1.25%
- $2,500,001 – $5,000,000: 0.75% - 1.00%
- $5,000,001 and Above: Negotiable
Fees are negotiable and may vary based on the complexity of your account.
Location
5005 Horizons Drive, Suite 200, Columbus, OH, 43220
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 →Employment History
Current Registrations
Meyers Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, 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.