Jared Slyke is a registered investment advisor at Keb Wealth Advisors, based in Springfield, IL, with 4 years of industry experience. Jared 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $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
Location
3200 Robbins Road, Suite 200A, Springfield, IL, 62704
Get directionsHistory
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 ActivitiesSells Insurance
Jared is a licensed insurance agent offering fixed insurance products such as life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements, dedicating a few hours per week to this activity. He also works with the American Financial Education Alliance (AFEA), conducting seminars to promote financial literacy, spending minimal time on this endeavor.
Employment History
Current Registrations
Keb Wealth Advisors
Previous Registrations
Prosperity Capital Advisors
Nylife Securities LLCBroker
State Registrations1 state
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