Steven Leary is a registered investment advisor at Keel Point, LLC, based in McLean, Virginia, VA, with 31 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,524 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Fees may be discounted or waived at Keel Point's discretion. Clients maintaining multiple accounts may aggregate balances for fee calculation purposes. Illiquid assets not directed by Keel Point are billed a fixed fee ranging between $500 to $1,500 annually.
Fee Estimator
Location
8405 Greensboro Drive, Suite 900, McLean, Virginia, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Steven is the Power of Attorney for his mother. He is also the Successor Trustee for the Helen Hale Irrevocable Family Trust, an estate planning tool, and will become Trustee and Executor upon her death; these activities require minimal time.
Employment History
Current Registrations
Keel Point, LLC
Keel Point Capital, LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
World Capital Brokerage, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
Scott & Stringfellow, INC.Broker
Scott & Stringfellow, INC.
Scott & Stringfellow, INC.Broker
PFS Investments INC.Broker
State Registrations7 states
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.