Keller Wealth Advisors is a fee-only firm providing wealth management, investment advice, and financial planning. As a fiduciary, they recommend investments aligned with client goals, considering lifestyle, risk tolerance, and tax situation. They primarily use mutual funds, bonds, and annuities, rebalancing portfolios regularly. Financial planning services include cash flow, tax, education, estate, retirement, charitable giving, and insurance planning. Stand-alone financial planning is also available.
Assets Under Management$820M
Clients540
Advisors9
Avg. per Client$1.5M
Avg. per Advisor$92M
kellerwealthadvisors.com ·www.linkedin.com/company/kellerwealthadvisors ·facebook.com/kellerwealthadvisors
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Non-profit organizations are exempt from the minimum fee. Financial Planning is included in annual fees. Advisory fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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