Keen Capital offers wealth management, financial planning, and investment management services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations. Financial planning covers areas like retirement, tax, estate, and college planning. Investment management involves creating customized portfolios using mutual funds, ETFs, and individual stocks. Keen Capital may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Keen Capital's investment management fees are paid quarterly and based on the average daily balance of your account. The fees will not exceed 1.25% annually. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Keen Capital. Wealth management fees, which include financial planning, will not exceed 2.00% annually.