Zane Keller is a CFP-designated registered investment advisor at Ducere Wealth Management, based in Newport Beach, CA, with 3 years of industry experience. Zane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 128 clients with $500M 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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
DWM also has a separate fee schedule for fixed income-only portfolios: 0-$2M: 0.60%, $2,000,001 - $5,000,000: 0.50%, $5,000,001-$10,000,000: 0.35%, $10,000,000+: 0.25%. Advisory fee is not negotiable, but DWM may charge a lesser fee or waive it in whole or in part for certain clients.
Fee Estimator
Location
1401 Dove Street, Suite 630, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ducere Wealth Management
Previous Registrations
First Foundation Advisors
State Registrations2 states
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