Katie Keppler is a CFP-designated registered investment advisor at Titleist Asset Management, LLC, based in Easley, SC, with 12 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
Easley, SC
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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 →Other Business Activities
Katie is involved in broker-dealer operations through Titleist Capital, LLC, and investment advisory operations through Titleist Asset Management, LLC, both since February 2025. Both activities are investment-related.
Employment History
Current Registrations
Titleist Capital, LLC
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Previous Registrations
Arkadios CapitalBroker
Wealth Management Advisors, LLC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Voya Financial Advisors, INC.Broker
The Investment Center, INC.Broker
State Registrations1 state
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