Physician Financial Services
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
💲 Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 365
- 🧾 Number of accounts: 501
- 🛍 Average Account Size: 727898
View more details on Wealthminder 🔗
External Links:
📈 Minimum to Invest:
🎓 Discounts for Trainees:
📊 One-time plan creation fee:
🕰 Founded:
🇺🇲 SEC Number: N/A
🗃 CRD Number: N/A
☎ Phone Number:
📧 Email:
🐦 Twitter:
🖇 LinkedIn: https://www.linkedin.com/in/lawrence-keller-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-rhu%C2%AE-lutcf-45ba712/
🦾 Website Accessibility Score: 88 / 100
⌛ First Indexed: 2023-03-24
📰 Last Updated: 2023-03-24