Keeler Thomas Management LLC
Assets Under Management
$379.3M
Number of Clients
295
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$94.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Keeler Thomas Management LLC provides financial planning, wealth planning, and portfolio management services. They tailor investment advice to meet individual client needs and objectives, offering discretionary portfolio management. They also offer pension consulting services to employee benefit plans.
Fee Structure
Financial planning fees range from $250 to $10,000, depending on complexity. Hourly consulting is available at $100-$300 per hour. Wealth planning implementation and retainer fees are fixed annual fees ranging from $500 to $10,000, billed quarterly. Portfolio management fees are based on a percentage of assets under management, not to exceed 1.75%, billed quarterly in arrears.
Areas of Practice
Location
1327 South 800 East, Orem, UT, 84097