Keeler & Nadler Family Wealth Fees & Minimum

Overview

Headquarters: Dublin, OH
Total Firm Assets: $610 million
Average High-Net-Worth Client Portfolio Size: $2.7 million

Fee Disclosure

Source: KNFW - ADV 2A - FIRM BROCHURE (2026-05-13) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	1.65%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,500	1.65%
$5 million	$82,500	1.65%
$10 million	$165,000	1.65%
$50 million	$825,000	1.65%
$100 million	$1,650,000	1.65%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 84.72%
Number of High-Net-Worth Clients: 188
Total Client Accounts: 2,043
Discretionary Accounts: 1,979
Non-Discretionary Accounts: 64

Services Offered

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

Regulatory Filings

SEC CRD Number: 173079

KNFW - ADV 2A - FIRM BROCHURE (2026-05-13) (fee schedule source) · View brochure text

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

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Keeler & Nadler Family Wealth