Walter Keenan Wealth Management's Form ADV discloses 0.75% on the first $2 million and 0.50% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #104838), Walter Keenan Wealth Management is subject to fiduciary duty under federal law.
Walter Keenan Wealth Management is headquartered in SOUTH BEND, IN.
Walter Keenan Wealth Management serves 94 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, Walter Keenan Wealth Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Walter Keenan Wealth Management manages $983 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, Walter Keenan Wealth Management serves high-net-worth individuals and institutional clients. View client details ↓