Cole Mckeel
Cole Mckeel is a registered investment advisor at Mckeel Capital Management, based in Flower Mound, TX, with 8 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 35 clients with $63M 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 $500K | 2.00% |
| $500K - $1000K | 1.85% |
| $1.0M - $4.0M | 1.50% |
| $4M+ | 1.35% |
Fees are negotiable. Family accounts may be combined to reach lower fee tiers. An administrative fee of up to 0.2% per year may apply in addition to these rates.
Fee Estimator
Location
5224 Park Ridge Rd, Flower Mound, TX, 75022
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2021Employment History
Current Registrations
Mckeel Capital Management
Previous Registrations
Mckeel Capital Management
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Mckeel Capital Management
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.
Exams
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