Keefer Pension Consulting offers investment advice to individuals, high net worth individuals, trusts, estates, and retirement plans. Keefer provides retirement plan consulting to companies, helping them design and implement retirement savings plans for their employees. For individuals, Keefer offers wealth management services, including investment management and financial planning. Investment management involves creating a portfolio of mutual funds, bonds, and ETFs based on the client's goals and risk tolerance. Financial planning services are included with investment management.
Fee Structure
Keefer Pension Consulting provides investment management services as part of its wealth management offering. The annual advisory fee ranges from 0.20% to 1.00% of the value of your portfolio, depending on the size and complexity of your account. The fee is calculated based on the average daily balance of your investments and is charged quarterly. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. This fee does not include brokerage or custody fees.