Keeler Thomas Management offers financial planning, wealth planning, and portfolio management services. Financial planning involves collecting information about your financial situation to create a plan. Wealth planning helps organize your finances and invest based on your goals. Portfolio management involves managing your investments, potentially using model portfolios. Keeler Thomas also offers pension consulting services to employee benefit plans.
Assets Under Management$380M
Clients295
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$76M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee will not exceed 1.75% annually. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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