Susan Shackelford is a registered investment advisor at Keb Wealth Advisors, based in St. Louis, MO, with 28 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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% |
Subject to a minimum annual fee of $4,500. Family member accounts and business-related accounts may be combined for fee calculation purposes. Fees are negotiable under certain circumstances.
Fee Estimator
Location
One Memorial Drive, Suite 950, St. Louis, MO, 63102
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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 →Employment History
Current Registrations
Keb Wealth Advisors
Previous Registrations
Buckingham Asset Management, LLC
Bam Advisor Services LLC
Buckingham Asset Management INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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