Biniam Keleta
Biniam Keleta is a registered investment advisor at Westcenter Advisors LTD, based in Houston, TX, with 25 years of industry experience. Biniam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
9900 Westpark Drive, Suite 265, Houston, TX, 77063
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Biniam owns Westcenter Financial, Inc., an insurance agency, dedicating nearly full-time hours to it. He is also President/IAR of Westcenter Advisors LTD, spending about 10-20% of his time there, and a managing member/owner of KMX Properties LLC, spending minimal time acquiring/selling real estate properties.
Employment History
Current Registrations
Westcenter Advisors LTD
Previous Registrations
Royal Fund Management, LLC
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
Parkland Securities, LLCBroker
Spc
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Legend Advisory CORP
Legend Equities CorporationBroker
The Leaders Group, INC.Broker
PFS Investments INC.Broker
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.