Christopher Laughhunn is a CFP-designated registered investment advisor at Keller Wealth Advisors, based in Victoria, TX, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 556 clients with $920M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Minimum annual fee of $4,000 applies. Non-profit organizations are exempt from the minimum fee. Fees are generally negotiable.
101 South Main St. Suite 300, Victoria, TX, 77901-8142
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