Keeley-Teton Advisors manages investments for clients based on their individual goals and restrictions. They typically have the authority to make investment decisions without needing to consult with you first. Keeley-Teton can manage investments for various types of clients, including investment companies, institutions, municipalities, charities, family offices, and high-net-worth individuals. They may also use sub-advisors to manage some funds.
Fee Structure
Keeley-Teton Advisors generally charges 1% per year for managing separate accounts, although this can be negotiated. Some accounts may also have a performance-based fee. The minimum account size is typically $1 million, but this can be waived in certain situations. Fees are usually paid quarterly, either in arrears or in advance, as agreed upon with the client.