Michelle Cook is a registered investment advisor at Keel Point, LLC, based in Huntsville, AL, with 26 years of industry experience. Michelle 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
100 Church Street, Suite 500, Huntsville, AL, 35801
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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 →Employment History
Current Registrations
Keel Point Capital, LLCBroker
Keel Point, LLC
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Sterne Agee Investment Advisors, INC.
Sterne Agee Financial Services, INC.Broker
Nbc Securities, INC.
Nbc Securities, INC.Broker
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
State Registrations1 state
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.