Steven Keller is a registered investment advisor at Wealth Asset Managers, based in Fort White, FL, with 43 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,023 clients with $270M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
2,023 clients
Average Client Portfolio
$134K average
Assets Under Management
$272.0M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the discretion of NSI. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Fort White, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 1971Final Disposition
Employment History
Current Registrations
Wealth Asset Managers
June 2003 - Present · 22 yrs 10 mos
Nelson Securities,inc.
December 1993 - Present · 32 yrs 4 mos
Nelson Securities,inc.Broker
December 1993 - Present · 32 yrs 4 mos
Previous Registrations
Aragon Financial Services, INC.Broker
September 1992 - December 1993 · 1 yr 3 mos
The Great-West Life Assurance CompanyBroker
June 1990 - October 1991 · 1 yr 4 mos
Benefitscorp Equities, INC.Broker
February 1990 - October 1991 · 1 yr 8 mos
Ur Financial, INC.Broker
October 1989 - March 1990 · 5 mos
Security First Financial, INC.Broker
March 1982 - June 1995 · 13 yrs 3 mos
State Registrations43 states
ALARAZCACOCTFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKPARISCSDTNTXVAWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.