About KEELER THOMAS MANAGEMENT LLC
KEELER THOMAS MANAGEMENT LLC is a reputable financial management firm with a vast array of experience and expertise in providing top-notch financial advice and services to its clients. With a team of highly qualified and dedicated professionals, the firm has been able to establish itself as a trusted and reliable source of financial guidance for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment advice tailored to clients’ specific goals and needs
- Provides access to a wide range of financial products and services
- Implements strategies for long-term financial success
- Regularly monitors and adjusts investments to ensure they align with clients’ objectives and risk tolerance
Facts and Insights
Below are some key facts and insights about KEELER THOMAS MANAGEMENT LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
KEELER THOMAS MANAGEMENT LLC offers a comprehensive range of financial services to meet the diverse needs and goals of its clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Insurance planning
- Tax planning
- Education planning
Client Types
KEELER THOMAS MANAGEMENT LLC caters to a wide range of clients, including individuals, families, and businesses. Their clients come from various backgrounds and have different financial needs and goals. The firm prides itself on its ability to provide personalized services to each client, regardless of their financial situation or stage in life.
Fees & Compensation
KEELER THOMAS MANAGEMENT LLC follows a fee-based compensation model, which means that they charge a fee for their services based on a percentage of the assets under their management. This fee structure is often more transparent and aligns the firm’s interests with its clients, as the more the investments grow, the more the firm earns.
Background
Founded in 2006, KEELER THOMAS MANAGEMENT LLC was created with the goal of providing individuals and businesses with a trusted source of financial guidance and services. The firm’s team of experts has a combined experience of over 50 years in the financial industry, making them highly qualified and knowledgeable in their field. Today, the firm continues to serve its clients with integrity, professionalism, and a commitment to helping them achieve their financial goals.
Financial Advisor Disclosures to Know
- KEELER THOMAS MANAGEMENT LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a clean record with no disciplinary actions or sanctions.
- There is no record of any legal or regulatory events against the firm or its advisors.