Allen William Keller

Hornor, Townsend & Kent, LLC

10 Years of Experience

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Firm Information

Hornor, Townsend & Kent, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

437 advisors

Number of Clients

31,522 clients

Average Client Portfolio

$246K average

Assets Under Management

$7.8B

Fee Structure

Hourly Rate:Up to $500/hr

HTK charges up to 1.5% of the client's account value for advisory services with TPAMs, not including manager fees. Financial planning and consulting fees are negotiable. Retirement plan consulting services are charged based on a percentage of assets (up to 1%), hourly (up to $500/hour), or a flat rate. Clients may pay fees to AdvicePay, an unaffiliated service provider. HTK may receive fees from TPAMs for conferences, events, and marketing support.

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Areas of Practice

Retirement PlanningEducation PlanningEstate Planning

Advisor Information

Office location

161 Washington St, Suite 1111, Conshohocken, PA, 19428

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Regulatory 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.