Tanner Watson is a CFP-designated registered investment advisor at Walter Keenan Wealth Management, based in South Bend, IN, with 7 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 153 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Foundation clients pay 1% of assets under management.
Fee Estimator
Location
202 S. Michigan St., Suite 910, South Bend, IN, 46601
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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
Tanner works as a tax preparer at KFG Tax & Business Services, spending a few hours per week. Tanner also works full-time at Korhorn Financial Group, Inc., assisting in day-to-day operations.
Employment History
Current Registrations
Walter Keenan Wealth Management
Previous Registrations
Korhorn Financial Group
Kfg Wealth Management, LLC
State Registrations1 state
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