A complete list of active advisors currently associated with Keudell Morrison Wealth Management, LLC

Warmer can help you find a great advisor at Keudell Morrison Wealth Management, LLC or one who fits your needs even better.

Keudell Morrison Wealth Management serves individuals (including high-net-worth clients), businesses, not-for-profits, and retirement plans, providing discretionary portfolio management alongside comprehensive financial planning services such as retirement, tax management, estate planning coordination, education funding, and employee/executive benefits. The firm manages approximately $921.5 million for roughly 766 clients through an advisory team and offers both separately managed accounts and pooled vehicles as part of its service mix. The firm’s investment approach is grounded in Modern Portfolio Theory with an emphasis on global diversification, non-U.S. investments, and systematic allocation across asset classes including stocks, bonds, commodities, REITs, mutual funds, ETFs and SMAs. Portfolio construction combines fundamental, technical and economic analysis, and the firm relies on third-party research and tools (including Morningstar and various economic databases) to select and monitor mutual funds, ETFs and separately managed accounts. Distinctive features disclosed in the brochure include operation of a wrap fee program with Charles Schwab (including both transaction-based and asset-based pricing), and a clear disclosure that trade-related costs for wrap accounts are paid by the advisor — a structural incentive that may affect trading frequency. The brochure also highlights use of separately managed accounts and broader asset classes (e.g., commodities) that can entail derivative exposure, notes the firm’s participation in Schwab advisor programs and receipt of related economic benefits, and discloses that some representatives are licensed to sell insurance and may receive commissions.

To learn more about the advisors currently working at Keudell Morrison Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.