Joanne Keller is a registered investment advisor at The Aranda Group Advisors, LLC, based in Jenkintown, PA, with 37 years of industry experience. Joanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 159 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the nature of the account, including size and complexity. The same rate applies to Unified Managed Accounts.
Fee Estimator
Location
724 Old York Road, Jenkintown, PA, 19046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joanne works as a part-time hourly employee for a computer software company, providing cleaning services since 2013. This takes about 10-20% of Joanne's time and is not investment-related.
Employment History
Current Registrations
The Aranda Group Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Capital Analysts, IncorporatedBroker
M&t Securities, INC.Broker
Keystone Brokerage, LLCBroker
Boenning & Scattergood, INC.Broker
Capital Analysts, IncorporatedBroker
Van Kampen Merritt INC.Broker
W. H. Newbold's Sons & CO., INC.Broker
State Registrations1 state
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