Blake Waggoner is a registered investment advisor at Keel Point, LLC, based in Huntsville, AL, with 4 years of industry experience. Blake 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.
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
Blake is a board member for SORBA Huntsville, a non-profit bicycling association, and coordinates volunteers, dedicating minimal time. He is also the Board Member-Treasurer for the Nashville Chamber Music Society, a non-profit supporting chamber music, and helps track donations and expenses, also dedicating minimal time.
Employment History
Current Registrations
Keel Point, LLC
Keel Point Capital, LLCBroker
State Registrations1 state
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