John Keller
John Keller is a CFA-designated registered investment advisor at Stephens Investment Management Group, LLC, based in Houston, TX, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 277 clients with $9.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum fee varies by strategy: Small Cap Growth and SMID Hybrid Growth are up to 1.25%; Mid Cap Growth, SMID Core Growth, Leaders and Innovators, and Artificial Intelligence and Automation are up to 1.00%; SMID Select Growth is up to 1.10%. Fees are negotiable.
Fee Estimator
Location
9 Greenway Plaza, Houston, TX, 77046
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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
Stephens Investment Management Group, LLC
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
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