David Keller is a registered investment advisor at Familywealth, based in Crockett, TX, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 407 clients with $390M 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 $500K | 1.45% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Retail clients are typically charged 1.45% (up to 2.00% for certain strategies). Institutional fee schedule shown starts at $500,000. Additional platform fees (0.05% to 0.30%) and separate account manager fees (0.10% to 0.35%) may apply.
Fee Estimator
Location
Crockett, 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
Familywealth
Previous Registrations
D.H. Hill Advisors, INC.
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
More Advisors
- James Dowell, CFPEdward Jones
- Patrick Dowell, CFPEdward Jones