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Walter Keenan Wealth Management
South Bend, Indiana
Walter Keenan Wealth Management, a small investment advisory firm based out of South Bend, IN, is dedicated to providing exceptional financial services to its clients. With a team of four skilled professionals, each specializing in investment advisory services, the firm offers comprehensive solutions tailored to meet the unique needs and goals of their clients.
With an average of $119,450,000 in assets under management per investment advisor, Walter Keenan Wealth Management maintains a solid position within the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under manag...see more
Assets Under Mgmt
$717.48M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Walter Keenan Wealth Management
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