Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Minimum annual fee: $4,000. Non-profit organizations are exempt from minimum fee.
Fee Estimator
Keller Wealth Advisors is compensated for investment advisory services based on a percentage of assets under management. Financial planning is included in the annual fee, but advanced estate planning is not. Non-profit organizations are exempt from the minimum fee. XY Now Plan services, for individuals under 45 with less than $500,000 in investible assets, are charged a non-refundable $500 sign-up fee, and a flat fee of $50 for each month of services thereafter. Advanced Estate Planning is charged at an hourly rate of $100 to $350 per hour, with a minimum fee of $2,500. The minimum annual fee is $4,000, but non-profit organizations are exempt.
Areas of Practice
Advisor Information
Office location
101 South Main St. Suite 300, Victoria, TX, 77901-8142
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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