Leroy Bizzell is a registered investment advisor at Keel Point, LLC, based in Brentwood, TN, with 26 years of industry experience. Leroy 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
7000 Executive Center Drive, Suite 100, Brentwood, TN, 37027
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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
Leroy is a finance team member at Christ Community Church, performing monthly financial reviews. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Keel Point, LLC
Keel Point Capital, LLCBroker
Keel Point Capital, LLC
Previous Registrations
Wfg Advisors, LP
Wfg Investments, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations11 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.