Keb Wealth Advisors Fees & Minimum

Overview

Headquarters: Springfield, IL
Total Firm Assets: $1.3 billion
Average High-Net-Worth Client Portfolio Size: $3.3 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: KEB FORM ADV PART 2A (2026-01-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	0.90%
$2,000,001	$5,000,000	0.50%
$5,000,001	$10,000,000	0.40%
$10,000,001	$20,000,000	0.30%
$20,000,001	and above	0.20%

Stated Minimum Annual Fee: $4,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$33,000	0.66%
$10 million	$53,000	0.53%
$50 million	$143,000	0.29%
$100 million	$243,000	0.24%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 90.25%
Number of High-Net-Worth Clients: 344
Total Client Accounts: 2,381
Discretionary Accounts: 2,339
Non-Discretionary Accounts: 42

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 117935

KEB FORM ADV PART 2A (2026-01-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Keb Wealth Advisors