Firm Info
Firm Size
Services Offered
- Financial Planning
- Portfolio Management for Individuals & Small Businesses
- Portfolio Management for Businesses or Institutional Clients
- Pension Consulting Services
Types of Clients
- Individuals (Not High Net Worth)
-
Individuals High Net Worth
*>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth
Available Fee Structures
- Percentage of Assets Under Management (AUM)
- Hourly
- Fixed Fees (Other than subscription)
Keeler & Nadler Family Wealth Overview
Keeler & Nadler Family Wealth is a fee-only registered investment advisory firm providing investment advice only to its clients. The firm is headquartered in Dublin, Ohio, and has been in business since 2014. With a focus on providing financial planning and portfolio management services for individuals and small businesses, Keeler & Nadler Family Wealth is committed to helping its clients achieve their financial goals. The firm's portfolio management services are tailored to meet the unique needs of each client, whether it be for their individual or small business portfolio, or for larger businesses or institutional clients. In addition to portfolio management, Keeler & Nadler Family Wealth offers pension consulting services to help clients navigate the complexities of pension planning. At Keeler & Nadler Family Wealth, its fee-only arrangement ensures that clients receive unbiased advice to help them make informed decisions about their investments. With a team of experienced professionals, the firm is dedicated to providing the highest level of service and expertise to its clients, helping them succeed in achieving their financial objectives.
KEELER & NADLER FAMILY WEALTH caters to a wide range of clients. Their services are available to both individuals and high net worth individuals, ensuring they cater to the needs of diverse clients. They partner with their clients to help them achieve their financial goals by providing tailored solutions. The team at KEELER & NADLER FAMILY WEALTH understand that every client is unique, and thus they personalize their financial strategies to align with their clients' specific needs. KEELER & NADLER FAMILY WEALTH offers various fee structures to ensure their clients get value for their money. Clients can choose between three different fee structures depending on the service provided. They could opt for an hourly fee structure where the client is charged based on the hours spent on the project. Additionally, KEELER & NADLER FAMILY WEALTH offers a fixed fee structure, which is more suitable for clients who require specific services. Clients can also opt for a percentage of Assets Under Management (AUM) model where they pay a percentage of their total assets managed by the firm. It is important to note that their fee structures are clear and transparent, ensuring their clients make informed decisions when enlisting their services.
Typical Clients, Fee Structures & Investment Minimum
The Part 2 Brochure for Keeler & Nadler Family Wealth does not mention an investment minimum.
How This Office Can Help Dublin, OH Residents
Keeler & Nadler Family Wealth is a wealth management firm that assists clients in navigating various financial situations. For those living in Dublin, OH, the firm provides a range of services that address their specific needs. For example, clients may be looking to plan for retirement, manage wealth transfer to the next generation, or protect their assets from market volatility. Keeler & Nadler Family Wealth offers investment management, financial planning, and estate planning services, among others, to help their clients achieve their financial goals. In Dublin, OH, clients may also face challenges when it comes to tax planning. The firm's team of experts can provide guidance on minimizing tax liabilities while ensuring compliance with federal and state regulations. Additionally, the firm offers philanthropic planning services for those looking to give back to their communities. With Keeler & Nadler Family Wealth's personalized approach to financial planning, clients in Dublin, OH can feel confident that they are receiving expert advice that is tailored to their unique needs.
Services Offered by Keeler & Nadler Family Wealth
Core Advisor Services
Financial Planning
Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.
Portfolio Management for Individuals & Small Businesses
Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.
Market Timing Services
Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.
Other Services
Selection of Other Advisors
The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.
Publication of Periodicals or Newsletters
The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.
Educational Seminars & Workshops
The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.
Fee Structures
Financial advisory fees usually are based on the services provided. Fee types charged by Keeler & Nadler Family Wealth most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
Types of Clients
*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.
This Office Location
Other Office Locations
This firm has no other locations.
State Registrations
Keeler & Nadler Family Wealth is registered to service clients in the following states:
- Florida
- Illinois
- Nebraska
- Ohio
- Texas
Disciplinary History
Keeler & Nadler Family Wealth does not have any disclosures. Please visit it's Form ADV for more details.