Keeler Thomas Management is a registered investment advisor based in Orem, Utah, offering personalized financial planning, wealth management, and investment management services. The firm designs customized strategies based on each client's specific objectives, risk tolerance, and time horizon. Keeler Thomas Management provides broad-based and targeted financial planning, hourly consulting, and ongoing wealth management that includes regular reviews of financial structures, long-term strategies, and tax-sensitive planning opportunities. For investment management, the firm develops a written investment policy statement and manages accounts with the authority to make trades without asking first, utilizing model portfolios and third-party managers. The firm also offers pension consulting services to employee benefit plans and can assist with insurance reviews and solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.38% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.94% |
| $5M+ | 0.94% |
Fees for assets over $5 million are negotiable. Fees may be charged in advance or in arrears based on the average daily balance or balance at the end of the billing period.