Keller Wealth Advisors is an independent, fee-only wealth management firm that has been registered with the government since 1998. The firm offers comprehensive wealth management, investment advisory services, and financial planning. Keller Wealth Advisors primarily uses a long-term investment approach centered on mutual funds, bonds, and annuities, and builds portfolios based on modern portfolio theory and individual risk tolerance. Certified Financial Planner professionals at Keller Wealth Advisors help clients with cash flow management, tax planning, education planning, asset protection, estate and gift planning, retirement planning, and insurance planning. The firm also offers standalone financial planning for clients who do not need investment management, as well as a specialized plan for younger investors under age 45. Non-profit organizations are exempt from certain minimum fees.
Fee Structure
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% |
Minimum annual fee of $4,000 applies. Non-profit organizations are exempt from the minimum fee. Fees are generally negotiable.
