Keel Asset Management helps clients manage their wealth by connecting them with third-party portfolio managers. Keel Asset Management identifies clients' financial goals and recommends portfolio managers whose investment strategies align with their needs and risk tolerance. Keel Asset Management monitors the performance of the portfolio managers and suggests changes when necessary.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 0.95% |
| $5M+ | 0.80% |
Fees may be negotiable. As portfolio value exceeds each tier level, a fee break will occur.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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