Beverly Brackins is a registered investment advisor at Keel Point, LLC, based in Brentwood, TN, with 11 years of industry experience. Beverly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,613 clients with $4.1B 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% |
Firm reserves the right to discount or waive fees in its sole discretion. Alternative wrap fee schedule applies for accounts in the wrap fee program: first $5M at 1.00%, $5M-$15M at 0.70%, $15M-$25M at 0.40%, and above $25M at 0.25%.
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 →Employment History
Current Registrations
Keel Point, LLC
Keel Point Capital, LLCBroker
Previous Registrations
Wfg Investments, INC.Broker
Wfg Advisors, LP
State Registrations3 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.
Exams
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