Keen Wealth Advisors (KWA) focuses on providing ongoing planning and investment advice to clients planning for their retirement years and in retirement. KWA helps clients develop a plan based on personal discussions and documentation to create a course of action to meet their individual financial goals and objectives, with a focus on building wealth for their retirement years. KWA offers comprehensive portfolio management services as well as financial planning and consulting.
Fee Structure
Keen Wealth Advisors offers comprehensive portfolio management services where they manage your investments.
The annual management fee is based on a percentage of the value of your portfolio. The exact fee will vary by client based on services provided and other considerations, but will not exceed 2.0% per year. The fee is charged quarterly, in advance, based on the value of your account on the last business day of the previous quarter.
Fees are negotiable on a limited basis based on the complexity of the client’s situation, the composition of the client’s account(s), the potential for additional account deposits, the relationship of the client with the firm and the total amount of assets under management for the client.
