Keller Financial Group (KFG) provides portfolio management based on individual client goals and risk tolerance. KFG also offers pension consulting services to employee benefit plans. Additionally, KFG provides one-time and ongoing financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. KFG may recommend mutual funds, fixed income, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, and other securities.
Assets Under Management$130M
Clients76
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.38% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.11% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.89% |
| $10M+ | 0.56% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...