Keel Asset Management, LLC

Fee-Only (% of Portfolio)

Keel Asset Management is a registered investment advisor based in Orlando, Florida. Keel Asset Management helps individuals and families manage their wealth by getting to know their core values, financial concerns, and long-term objectives. Rather than managing your money directly on a day-to-day basis, Keel Asset Management recommends independent third-party money managers whose investment strategies align with your risk tolerance and financial goals. Keel Asset Management evaluates the performance of these money managers over time, suggests changes if needed, and handles administrative duties for your account. The firm focuses on helping clients make disciplined economic choices to maximize wealth and minimize risk.

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 ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.10%
$2.5M - $5.0M0.95%
$5M+0.80%

Fees are negotiable on a client-by-client basis depending on the size, complexity, and nature of the portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm