Keller Wealth Management provides investment management, both discretionary and non-discretionary, and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Financial planning covers financial goals, cash flow analysis, retirement strategy, risk management, and long-term investment plans.
Assets Under Management$3.6M
Clients47
Advisors1
Avg. per Client$76K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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