GR
PFS
GR
PFS

Gina Reeves

22 Years of Experience

Gina Reeves is a PFS-designated registered investment advisor at Keb Wealth Advisors, based in St. Louis, MO, with 22 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 696 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
696 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.90%
$2.0M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10.0M - $20.0M0.30%
$20M+0.20%

All relationships are subject to a minimum annual fee of $4,500, which is billed in advance on a monthly basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Memorial Drive, Suite 950, St. Louis, MO, 63102

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gina is a CPA at Kerber, Eck & Braeckel LLP since January 2013. This activity is not investment-related.

Employment History
Current Registrations
Keb Wealth Advisors
February 2013 - Present · 13 yrs 2 mos
Previous Registrations
Pritchard Osborne Financial Services, LLC
July 2003 - February 2013 · 9 yrs 7 mos
State Registrations2 states
ILMO
Advisor

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
No exam information available for this advisor.