| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
For clients that transition to the Firm due to their advisor joining the Firm, previously contracted fee schedules will be honored, when possible.
8065 Leesburg Pike, Suite 300, Vienna, VA, 22182
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David is the CEO and managing member of Keel Point, LLC (a holding company) and Keel Point Advisors, LLC (an SEC registered investment advisor), dedicating nearly full-time hours to these roles. He is also a managing member of Keel Point Insurance Advisors, LLC and Capital View Consulting, LLC, spending minimal time on each.