James Keller is a CFP-designated registered investment advisor at Keller Investment Advisors LLC, based in Jackson, WY, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Tax Planning. Their firm serves 3 clients with $5.7M 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 | 0.60% |
Discretionary portfolios are charged 0.60% annually. Non-discretionary portfolios are charged 0.48% annually.
Fee Estimator
Location
Jackson, WY
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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
Keller Investment Advisors LLC
Previous Registrations
Cerity Partners LLC
Tocqueville Asset Management LP
Raif, LLC
Thermopolis Partners, 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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