Keel & Long Financial Management is a registered investment advisor based in Greenville, North Carolina, founded by Don Keel and Thomas Long III in 2018. Keel & Long Financial Management helps individuals, high-net-worth clients, and small businesses manage their investments by building tailored portfolios with stocks, bonds, mutual funds, and annuities. The firm offers both authority to make trades without asking first and non-discretionary services through managed account programs, which may include bundled brokerage and trading services. In addition to managing investments, Keel & Long Financial Management provides financial planning consulting covering retirement, risk management, estate planning, and financial organization. The firm also advises retirement plan committees on investment options and fiduciary responsibilities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.35% |
| $50K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are charged in advance on a quarterly basis. Keel & Long Financial Management has the sole discretion to negotiate lower fees or waive fees.