Assets Under Management
$561.4M
Number of Clients
31
Number of Advisors
N/A
Average Client AUM
$18.1M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Keelan Capital L.L.C. is an SEC registered investment advisor offering portfolio management and investment analysis. Financial planning is offered as a complimentary service to portfolio management clients. Portfolios are created based on individualized financial plans and may include various securities. The firm may recommend private placement investments for suitable clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for accounts over $50,000,001.
GA, United States