Keebeck Wealth Management LLC
Answer a few questions and
get matched with an advisor.
Learn more about Keebeck Wealth Management LLC
Overview
Keebeck Wealth Management LLC operates as an advisory firm located in Chicago, Illinois. Keebeck Wealth Management LLC has $1.6 billion in total assets throughout 629 client accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). It has a small group, including 6 financial advisors. Keebeck Wealth Management LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.
Keebeck Wealth Management LLC administers more than half of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices are made by a portfolio manager without needing to seek the customer's authorization. The firm also has 37 non-discretionary accounts totaling $13.0 million in AUM. The firm's typical account size is $2.5 million. The average financial advisor at Keebeck Wealth Management LLC administers about 105 client accounts.
Keebeck Wealth Management LLC's central office is located at 150 N. Riverside Plaza, Chicago, Illinois 60606. The firm is registered to provide services to investors throughout 10 states, including Arizona, Florida, Illinois, Kansas, Michigan, Nebraska, North Carolina, Ohio, Texas and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Keebeck Wealth Management LLC by the Numbers
$1.6 billion
10
629
$2.5 million
Fee Structure
Financial management fees are based on the financial services offered. Fees billed by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with high net worth investors. Out of its 629 clients, Keebeck Wealth Management LLC's biggest client group by number of accounts is high net worth investors, but it also serves 108 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Keebeck Wealth Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.