Keudell Morrison Wealth Management offers investment management and financial planning services to individuals and businesses. These services include asset management, investment consulting, education funding, risk management, tax management, retirement planning, estate planning, and employee and executive benefits. Keudell Morrison works with other advisors, such as attorneys and Certified Public Accountants, to provide a full range of services.
Assets Under Management$810M
Clients801
Advisors8
Avg. per Client$1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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