Keller Wealth Advisors
Assets Under Management
$824.7M
Number of Clients
540
Number of Advisors
9
Average Client AUM
$1.5M
AUM per Advisor
$91.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Keller Wealth Advisors is an independent, fee-only firm providing wealth management, investment advisory, and financial planning services. They take a long-term approach, primarily using mutual funds, bonds, and annuities. Financial planning services include cash flow, tax, education, estate, retirement, and insurance planning. They also offer standalone financial planning.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
Advisory fees are generally negotiable, at the discretion of Keller Wealth Advisors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$4,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
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Location
101 South Main St. Suite 300, Victoria, TX, 77901-8142
