Brett Keller is a registered investment advisor at M Holdings Securities, INC., based in Audubon, PA, with 31 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
2500 Monroe Blvd., Suite 100, Audubon, PA, 19403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is an Investment Adviser Representative of Valley Forge Investment Consultants, Inc., dedicating nearly full-time hours to this role. He is also a Registered Representative of M Holdings Securities, Inc., spending a few hours per week on investment-related activities, including fundraising for Valley Forge private funds.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
Valley Forge Investment Consultants, INC.
Previous Registrations
Vfic Securities, INC.Broker
State Registrations6 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.