Ketwich Capital LLC
Malvern, Pennsylvania
Ketwich Capital LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients, 11 of them high net worth.
- Its average account is about $535,000 (assets it manages divided by its 53 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Malvern, Pennsylvania |
|---|---|
| Website | ketwichcapital.com |
| [email protected] | |
| Phone | (497) 128-8801 |
Questions about Ketwich Capital LLC
How much does Ketwich Capital LLC charge?
Ketwich Capital LLC publishes these prices: ongoing planning: from $1,800 a year; one-time plan: from $1,000; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Ketwich Capital LLC have an account minimum?
Yes. Ketwich Capital LLC states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Ketwich Capital LLC paid?
Ketwich Capital LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Ketwich Capital LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Ketwich Capital LLC.
What is the average account at Ketwich Capital LLC?
Ketwich Capital LLC's average account is about $535,000. That's the assets on its Form ADV divided by its 53 accounts.
What does Ketwich Capital LLC specialize in?
Ketwich Capital LLC's advisors and website list family wealth transfer.
Is Ketwich Capital LLC accepting new clients?
Yes, according to Ketwich Capital LLC's website, checked October 28, 2026.
Ketwich Capital LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| One-time plan | From $1,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"monthly fee of $150 – $500 for 12 months" source
"We charge an up-front fee of $1,000" source
"Our annual fee starts at 1.0% for the first $1 million under management" source
"Our minimum investment is $1 million." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 9 |
| High-net-worth clients | 11 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 288832 |