Keith Mesecher is an investment advisor who provides advice on investing money to achieve financial goals, managing finances, and achieving financial independence. The advice is tailored to specific goals, such as maximizing capital gain, maximizing current income, or preserving capital. Investment changes are made based on client guidelines on a discretionary basis.
Assets Under Management$58M
Clients43
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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