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Keb Wealth Advisors
Springfield, Illinois
2.3
3 Reviews
KEB Wealth Advisors is a prominent investment advisory firm based in Springfield, IL, with two offices catering to a diverse clientele. With a vast portfolio of over 260 individual clients and a staggering $799,316,000 in assets under management, the firm has firmly established itself as a trusted financial partner.
While 401K and individual accounts account for less than 30% of their assets under management, KEB Wealth Advisors possesses the expertise and resources to efficiently manage employer funds. An impressive 92% of the assets they oversee are discretionary, demonstrating their clients' confidence in the firm's decision-m...see more
Assets Under Mgmt
$799.32M
Investment Professionals
11
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Keb Wealth Advisors
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