Keen Wealth Advisors
Assets Under Management
$1.0B
Number of Clients
930
Number of Advisors
15
Average Client AUM
$1.1M
AUM per Advisor
$69.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Keen Wealth Advisors focuses on providing advisory services to clients planning for their retirement years and in retirement. They offer comprehensive portfolio management, financial planning, and consulting services. The firm requires discretionary trading authorization on client accounts. They may propose investments in ETFs, mutual funds, individual stocks or bonds, or other securities.
Fee Structure
KWA assesses a management fee for discretionary and non-discretionary portfolio management services, not exceeding 2.0% per annum. The fee structure and level vary by client based on services provided and other considerations. Fees are billed in advance on a quarterly basis, calculated based on the fair market value of your account(s) as of the last business day of the previous quarter. The fees are negotiable on a limited basis. KWA also provides financial planning and consulting services under an hourly or fixed fee arrangement, both of which are negotiable.
Areas of Practice
Location
7500 College Blvd., Suite 1000, Overland Park, KS, 66210
