Keel Wealth Management is a registered investment advisor that manages client assets and provides fixed-income consulting and analysis. They monitor investments for changes in the economy and markets. Keel Wealth Management manages accounts on a discretionary basis, meaning they can make trades without asking you first, based on any restrictions you place on the account.
Assets Under Management$560M
Clients33
Advisors1
Avg. per Client$17M
Avg. per Advisor$560M
Fee Structure
Investment management only (planning not offered)
Keel Wealth Management charges an annual fee based on a percentage of the assets they manage in your account. This fee is billed monthly in advance and deducted directly from your account. The more assets you have in the account, the more you will pay. Fees are negotiable for bond portfolios larger than $250 million.
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