Overview

Headquarters
Camp Hill, PA
Total Firm Assets
$135 million
Average High-Net-Worth Client Portfolio Size
$4.9 million

Fee Disclosure

Source: FORM ADV PART 2A- KELLER FINANCIAL GROUP (2026-10-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $1,000,000 1.38%
$1,000,001 $2,000,000 1.25%
$2,000,001 $3,000,000 1.11%
$3,000,001 $5,000,000 1.00%
$5,000,001 $10,000,000 0.89%
$10,000,001 and above 0.56%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $14,400 1.44%
$5 million $58,000 1.16%
$10 million $102,500 1.02%
$50 million $326,500 0.65%
$100 million $606,500 0.61%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
86.10%
Number of High-Net-Worth Clients
24
Total Client Accounts
89
Discretionary Accounts
73
Non-Discretionary Accounts
16

Services Offered

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

Regulatory Filings

SEC CRD Number
328195
  • FORM ADV PART 2A- KELLER FINANCIAL GROUP (2026-10-21) (fee schedule source) · View brochure text

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

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