Keudell Morrison Wealth Management, Llc
235 FRONT ST. SE, Salem, Oregon 97301
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
Clients’ portfolios. The fees charged generally vary between 0.50% and 1.5% of assets under management according to the amount of assets under management and the specific needs of the client; however, fees may be negotiable. Keudell Morrison has an asset minimum of $500,000. We will make exceptions
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.