McKeel Capital Management is an independent registered investment advisor offering personalized investment management, financial planning, and consulting services to individuals, corporations, and business entities. Founded in 2006 and based in Flower Mound, Texas, the firm creates customized investment portfolios using individual stocks, exchange-traded funds, bonds, and mutual funds. McKeel Capital Management builds investment strategies around each client's specific goals, risk tolerance, and time horizon. Portfolios can be managed on a discretionary basis, meaning the firm makes trades on the client's behalf without prior approval, or on a non-discretionary basis. In addition to managing investments, McKeel Capital Management provides comprehensive financial planning covering retirement, cash flow, estate planning, insurance, and college funding. The firm operates on a fee-only basis, meaning revenue comes solely from client fees rather than commissions or product sales.
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.