Keen Wealth Advisors helps individuals and families plan for and navigate their retirement years. The firm specializes in comprehensive portfolio management, which combines ongoing investment oversight with personalized financial planning and consulting. Keen Wealth Advisors creates tailored investment portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, while also offering guidance on retirement, estate, tax, charitable, and education planning. The firm operates as a registered investment advisor and serves individuals, high-net-worth clients, trusts, and estates. The team works closely with clients on a one-on-one basis to design strategies that align with their long-term goals and risk tolerance, while helping them manage complex financial situations as they transition into and through retirement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee is based on a percentage of assets under management, not to exceed 2.0% per year. Exact rates are agreed upon in your client agreement and may be negotiable based on account complexity and size.
