Advisor at Keeler & Nadler Family Wealth
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Firm
Keeler & Nadler Family Wealth
Location
Dublin, OH 43017
Credentials
CFP®, Series 63
Industry experience
31 years
Andrew Keeler is a CFP® with 31 years of industry experience and serves as president and investment adviser representative at Keeler & Nadler Financial Planning and Wealth Management. He has been with PURSHE KAPLAN STERLING INVESTMENTS and Keeler & Nadler since 2014. Outside of his advisory role, he is a member of the Dublin City Council, serving on the Finance Committee. Keeler & Nadler Family Wealth provides wealth management services combining investment management and financial planning for individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, utilizing a broad range of analytical methods and tools tailored to clients’ goals and risk tolerances.
Based on Keeler & Nadler Family Wealth
Based on Keeler & Nadler Family Wealth
Fixed fees up to $10,000 for financial planning
$0 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.55% $3,000,001 - $4,000,000: 0.45% $4,000,001 - $5,000,000: 0.35% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.15%
Up to $500 per hour for financial planning
Minimum fee: Minimum quarterly fee of $1,250 for Wealth Management Services Fee-only: Hourly fees up to $500 per hour; Fixed fees up to $10,000 for financial planning
565 Metro Place South, Suite 280
Dublin, OH 43017
Ohio · Texas
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2014 - Present (12 years)
Keeler & Nadler Financial Planning And Wealth Management, Llc
2014 - Present (12 years)
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Verified by Warmer
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