TK
TK
Thomas Keel
22 Years of Experience
Orlando, FL
2 Disclosures
Thomas Keel is a registered investment advisor at Keel Asset Management, LLC, based in Orlando, FL, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 0.95% |
| $5M+ | 0.80% |
Fees may be negotiable. As portfolio value exceeds each tier level, a fee break will occur.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Orlando, FL
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2012Settled
Customer Dispute
February 2009Closed-No Action
Employment History
Current Registrations
Keel Asset Management, LLC
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Sentinel Financial Services
September 2003 - July 2008 · 4 yrs 10 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.