Keeler & Nadler Family Wealth (KNFW) offers wealth management, which combines investment management and financial planning. Investment management involves tailoring investment strategies based on your goals and risk tolerance. Financial planning covers various aspects like net worth, cash flow, retirement, taxes, and estate planning. KNFW may recommend third-party managers for your portfolio. KNFW also offers corporate retirement services to qualified and non-qualified retirement plans.
Assets Under Management$480M
Clients456
Advisors8
Avg. per Client$1M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$600K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
KNFW also offers Investment Management as a stand-alone service to clients without Financial Planning Services. The maximum allowable fee that can be charged may not exceed 1.50% of client assets under management on an annual basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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