Steven Skancke is a registered investment advisor at Keel Point, LLC, based in Huntsville, AL, with 17 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
100 Church Street, Suite 500, Huntsville, AL, 35801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a 50% owner and board member of G. William Miller & Co., Inc., a private merchant banking firm, and serves as an administrative officer to several of its client entities. He also serves as an administrative officer for SARF USA Real Estate Investments, Inc. and JR Tech Ventures, LLC, and is an investment committee member for client-related investment trusts and Schulze Global Ethiopian Growth and Transformation Fund LP, and a trustee for BlueArc Multi-Strategy Fund.
Employment History
Current Registrations
Keel Point, LLC
Previous Registrations
Keel Point Advisors, LLC
State Registrations1 state
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