Keebeck Wealth Management offers investment advice tailored to clients' needs and objectives. They provide discretionary portfolio management, where they make investment decisions without needing client approval for each transaction. Keebeck uses various analysis methods, including charting, technical, and fundamental analysis. They also offer access to third-party investment programs through Dynasty Financial Partners, which may involve additional fees. Keebeck does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable based on the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Platform Fees generally range from 0 - .45% annually, independent fixed income manager fees generally range from 0 - .90% annually, and independent equity manager fees generally range from 0 – 1.50% annually.