Assets Under Management
$1.1B
Number of Clients
641
Number of Advisors
13
Average Client AUM
$1.7M
AUM per Advisor
$81.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
KEB Wealth Advisors manages investment portfolios using mutual funds and ETFs, and may use model portfolios. They consult on financial areas including tax planning, college planning, and retirement planning. KEB also provides advisory services to employee retirement benefit plans. Financial planning is offered as a separate service.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All relationships are subject to a minimum annual fee of $3,000, which is billed in advance on a monthly basis.
3200 Robbins Road, Suite 200A, Springfield, IL, 62704