Stephen Keck is a CFA-designated registered investment advisor at Mulberry Capital Management, based in Evansville, IN, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $28M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts over $3,000,000. There is also an Endowment and Foundation Fee Schedule with lower rates. When using a third party manager, MCM will receive its standard fee on top of the fee paid to the third party adviser.
Fee Estimator
Location
Evansville, IN
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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
Stephen is involved with the Downtown Evansville Kiwanis Club, a community service organization. This activity is not investment-related.
Employment History
Current Registrations
Mulberry Capital Management
Previous Registrations
Signal Capital Management,inc.
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.