Keel & Long Financial Management (KLFM) offers investment advice tailored to clients' needs, including asset allocation recommendations for investments like stocks, bonds, and mutual funds. KLFM also provides financial planning consulting services, such as risk assessment, estate planning, and financial decision-making. KLFM offers both discretionary and non-discretionary investment advisory services through managed account programs. KLFM may recommend a bundled fee program where advisory and brokerage services are combined for a single fee.
Assets Under Management$75M
Clients161
Advisors2
Avg. per Client$470K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
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 negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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