Keller Wealth Advisors
Assets Under Management
$824.7M
Number of Clients
540
Number of Advisors
9
Average Client AUM
$1.5M
AUM per Advisor
$91.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Keller Wealth Advisors is an independent, fee-only advisory firm offering wealth management, investment advisory services, and financial planning. They take a long-term approach to investing, primarily using mutual funds, bonds, and annuities. Financial planning services include cash flow management, tax planning, education planning, asset protection, estate and gift planning, retirement planning, multi-generational planning, inheritance, charitable giving and insurance planning. They also offer personal financial planning as a stand-alone service.
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
Location
101 South Main St. Suite 300, Victoria, TX, 77901-8142
