Eric Keller
Eric Keller is a ChFC-designated registered investment advisor at First Command Advisory Services, based in Arlington, TX, with 26 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B 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 $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.
Fee Estimator
Location
Arlington, TX
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
First Command Advisory Services
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
Previous Registrations
First Command Financial Planning, INC.
Farmers Financial Solutions, LLCBroker
Curian Capital, LLC
Curian Clearing, LLCBroker
Midamerica Financial Services, INC.Broker
Gwfs Equities, INC.Broker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations52 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
More Advisors
- Peter Schenck, CFPFirst Command Advisory Services
- Raymond Schwager, CFP, ChFCFirst Command Advisory Services
- Lakisha BrownFirst Command Advisory Services
- Loyd Beacham, CFPPNC Wealth Management
- Ann Nguyen, ChFCState Farm Investment Management CORP.
- Nathan Hill, CFPCerity Partners Retirement Plan Consultants