KEB Wealth Advisors manages investment portfolios for individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans. KEB works with clients to determine their investment objectives and risk tolerance, then designs a written investment policy statement. KEB may also consult with clients on various financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, and personal cash flow analysis. KEB may use third-party money managers.
Assets Under Management$1.3B
Clients696
Advisors13
Avg. per Client$1.8M
Avg. per Advisor$98M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
All relationships are subject to a minimum annual fee of $4,500, which is billed in advance on a monthly basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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