How does the advisor help clients – Key Takeaways:
At KEELER & NADLER FAMILY WEALTH, their team of financial experts is dedicated to providing personalized and comprehensive services to clients seeking to grow and protect their wealth. With a deep understanding of financial markets and regulatory changes, KEELER & NADLER FAMILY WEALTH strives to help clients achieve their financial goals through strategic planning and sound investment strategies.
Facts and Insights:
KEELER & NADLER FAMILY WEALTH has been in business for over 20 years, making them a well-established and reputable firm in the financial industry. With years of experience, their team has gained valuable insights and knowledge to help clients navigate the ever-evolving financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered:
KEELER & NADLER FAMILY WEALTH offers a wide range of financial services to meet the diverse needs of their clients. They provide investment management, retirement planning, tax planning, estate planning, and risk management services, among others.
Client Types:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Trusts
- Non-profits
Fees & Compensation:
KEELER & NADLER FAMILY WEALTH charges a fee based on a percentage of assets under management. This fee is typically 1% of assets under management, but may vary depending on the complexity of the client’s financial situation.
Background:
The team at KEELER & NADLER FAMILY WEALTH is made up of highly qualified and experienced financial professionals. Many of their advisors hold advanced degrees and certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know:
KEELER & NADLER FAMILY WEALTH is a registered investment adviser with the Securities and Exchange Commission (SEC). As such, they are required to disclose any conflicts of interest or potential conflicts of interest to their clients. They also have a fiduciary duty to act in their clients’ best interests at all times.