Keb Wealth Advisors
Assets Under Management
$1.1B
Number of Clients
641
Number of Advisors
13
Average Client AUM
$1.7M
AUM per Advisor
$81.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
KEB Wealth Advisors manages investment portfolios for various clients, including individuals, trusts, and retirement plans. They create customized investment policy statements and monitor portfolios. They also offer financial planning services, covering areas like tax, retirement, and investments. KEB may utilize third-party money managers.
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. For relationships under $250,000, this equates to a monthly fee of $250.
Fee Estimator
Investment management fees are based on a percentage of assets under management, with a minimum annual fee of $3,000 billed monthly. Financial planning fees range from $250 to $400 per hour, or a fixed fee can be estimated. Employee benefit plan fees are also based on AUM. Fees are negotiable in certain circumstances.
Areas of Practice
Location
3200 Robbins Road, Suite 200A, Springfield, IL, 62704