Ketron Financial LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer financial planning, estate transition planning, and pension consulting services. Investment advice is generally limited to mutual funds, fixed income securities, insurance products, equities, and ETFs. The firm requires discretionary authority to execute transactions.
Assets Under Management$380M
Clients262
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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