Keel Wealth Management provides active portfolio management and fixed income consulting services. Founded by Scott Zodin, the firm works primarily with high-net-worth individuals, charitable organizations, corporations, and financial institutions such as small and intermediate-sized banks and thrifts. For individual clients, Keel Wealth Management focuses on discretionary portfolio management using fundamental and technical analysis to evaluate securities. For institutional clients like banks, the firm offers specialized fixed income consulting, which includes price discovery, credit and market analysis, portfolio reviews, liquidity analysis, interest rate shock analysis, and reviews of third-party bids, offers, and software solutions. Keel Wealth Management requires an account minimum of $500,000 for individual portfolio management, though this may be negotiable under certain circumstances. Client assets are typically held at Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.35% |
Fees are annual and charged monthly in advance based on the prior month's ending balance. Multiple accounts of immediately-related family members at the same address may be combined for billing. Fees may be negotiable.