Gabriel Smith is a registered investment advisor at Keeler Thomas Management LLC, based in Orem, UT, with 1 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 295 clients with $380M 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 | 1.75% |
Fee will not exceed 1.75% annually. Fee is negotiable.
Fee Estimator
Location
1327 South 800 East, Orem, UT, 84097
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Keeler Thomas Management LLC
State Registrations1 state
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