SS
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
January 2011 - Present · 15 yrs
Previous Registrations
Buckingham Asset Management, LLC
March 2007 - August 2010 · 3 yrs 5 mos
Bam Advisor Services LLC
January 2003 - December 2005 · 2 yrs 11 mos
Buckingham Asset Management INC
January 1998 - March 2007 · 9 yrs 2 mos
State Registrations2 states
ILMO
Advisor
Exams
No exam information available for this advisor.