KEB Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and businesses. KEB Wealth Advisors builds long-term portfolios using a mix of mutual funds, exchange-traded funds, and individual bonds, focusing on keeping trading costs low and diversifying investments across different markets. In addition to investment management, KEB Wealth Advisors offers consultations on retirement planning, income and estate tax strategies, business sale structures, college savings, and insurance needs. The firm also provides retirement plan consulting services for employers. KEB Wealth Advisors is affiliated with an accounting firm, allowing clients to coordinate their financial planning and tax preparation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Subject to a minimum annual fee of $4,500. Family member accounts and business-related accounts may be combined for fee calculation purposes. Fees are negotiable under certain circumstances.