Assets Under Management
$2.9B
Number of Clients
1,559
Number of Advisors
44
Average Client AUM
$1.9M
AUM per Advisor
$66.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Keel Point, LLC provides discretionary and non-discretionary investment advisory services, including financial planning, asset allocation, and portfolio construction. The firm focuses on delivering investment advisory services across a broad spectrum of clients. They participate in the Granite Financial Wrap Fee Program.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
For clients that transition to the Firm due to their advisor joining the Firm, previously contracted fee schedules will be honored, when possible.
100 Church Street, Suite 500, Huntsville, AL, 35801