Wealth Keepers offers financial planning, investment consultation, and investment management. Financial planning covers areas like cash flow, retirement, education, and estate planning. Investment consultation educates clients on investment options and strategies. Investment management implements strategies through model or customized portfolios. The firm uses a long-term investment perspective and does not provide accounting or legal advice.
Fee Structure
Wealth Keepers manages investments through model portfolios (under $1 million) and customized portfolios (over $1 million). Fees are based on a percentage of your portfolio's value each year, paid quarterly.
For model portfolios, the fees are:
- $0 - $50,000: $500 - $1,000 per year
- $50,001 - $100,000: 1.50% per year
- $100,001 - $200,000: 1.25% per year
- $200,001 - $500,000: 1.10% per year
- $500,001 - $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.90% per year
- $2,000,001 - $3,000,000: 0.80% per year
- $3,000,001 - $4,000,000: 0.70% per year
- $4,000,001 or above: Negotiable
For customized portfolios (over $1 million), fees range from 0.50% to 1.50% depending on account size and services. Fees for charitable foundations range from 0.40% to 0.90%, or a fixed fee may be negotiated.