Keel Point manages investment portfolios and provides personalized financial planning, asset allocation, and family office services for individuals, families, and institutions. The firm offers both discretionary and non-discretionary investment management, building customized portfolios across a wide range of asset classes including equities, fixed income, mutual funds, exchange-traded funds, and private investments. Services encompass retirement planning, tax strategies, estate planning, education funding, and charitable giving. Keel Point specializes in working with private clients, ultra-high-net-worth families, business owners, and corporate retirement plans.
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%.