Keywell Financial offers investment management, creating customized portfolios based on client goals. They also provide financial planning services, including formal plans and consultations, with recommendations for investments, retirement, education savings, and charitable giving. Clients are not obligated to implement recommendations or maintain an ongoing relationship. Keywell Financial may refer clients to other specialists.
Assets Under Management$730K
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable at the discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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