JM
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
641 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All relationships are subject to a minimum annual fee of $3,000, which is billed in advance on a monthly basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$3,000
Hourly Rate:$250 - $400/hr
Investment management fees are based on a percentage of your assets (see table). There is a $3,000 minimum annual fee, billed monthly. Financial planning fees range from $250 to $400 per hour, or a fixed fee can be estimated. Employee benefit retirement plan services also have fees based on assets under advisement (see table).
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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Advisor Information
Office location
3200 Robbins Road, Suite 200A, Springfield, IL, 62704
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Keb Wealth Advisors
March 2013 - Present · 12 yrs 10 mos
Previous Registrations
Midwestern Securities Trading Co.,llc
July 2012 - March 2013 · 8 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.