Keen Capital is a fee-only wealth management firm that provides financial planning and investment management services to individuals, families, trusts, estates, charitable organizations, and small businesses. Keen Capital offers comprehensive planning to define financial objectives and develop strategies, including cash flow management, retirement planning, tax planning, estate planning, and investment management. Keen Capital may direct clients to third-party investment advisors.
Assets Under Management$140M
Clients42
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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