Paul Keller
Paul Keller is a registered investment advisor at State Farm Investment Management CORP., based in Augusta, ME, with 22 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
38 Bangor St, Augusta, ME, 04330
Get directionsHistory
Regulatory History (1)
Criminal
December 1982Other Business ActivitiesSells Insurance
Paul is a pastor at Faith Community Church and owns rental real estate through 512 LLC and Paul Kelley Property #1. He also owns Paul A Keller's Insurance Agency, an insurance agency affiliated with State Farm, and spends about half his time servicing customers and supervising employees there.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
State Registrations2 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
- Matthew Maloney, ChFCState Farm Investment Management CORP.