Wealth Keepers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$335,222
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$83,806
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Fee options
Fixed fees may be offered for financial planning based on complexity and estimated hours.
$0 - $50,000: $500 - $1,000 per year flat fee $50,001 - $100,000: 1.50% $100,001 - $200,000: 1.25% $200,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001+: Negotiable
Commission may be earned on insurance product sales by associated representatives as agents.
$100 to $200 per hour, billed in 15-minute increments for financial planning and investment consulting services.
Account minimum: $1,000,000 minimum for customized portfolios; no minimum for financial planning and model portfolios but impractical below $20,000 Minimum fee: $500 - $1,000 per year for accounts under $50,000 in model portfolios Fee-only: Fee-only planning and consulting services; no commissions except for insurance products where commissions may apply separately.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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