Blue Keel Financial Planning offers financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. Financial planning can be comprehensive or focused on specific areas. Blue Keel also offers educational workshops.
Assets Under Management$13M
Clients18
Advisors1
Avg. per Client$740K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
For the benefit of discounting your asset-based fee, we may aggregate accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member’s or incompetent person's account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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