Keller Investment Advisors is a registered investment advisor based in Jackson, Wyoming, founded in April 2026. The firm specializes in wealth management for complex family enterprises, high-net-worth individuals, and non-profit organizations. Services include ongoing portfolio management and proactive tax management tailored to each client's specific objectives, risk tolerance, time horizon, and liquidity needs. Keller Investment Advisors utilizes a diverse investment approach spanning equity, debt, and alternative asset classes. Clients can choose between discretionary management, where the firm makes trades without prior approval, or non-discretionary management, where clients approve trades beforehand.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Discretionary portfolios are charged 0.60% annually. Non-discretionary portfolios are charged 0.48% annually.