John Mckeel is a registered investment advisor at Mckeel Capital Management, based in Flower Mound, TX, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 35 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $499K | 2.00% |
| $499K - $1000K | 1.85% |
| $1000K - $4.0M | 1.50% |
| $4M+ | 1.35% |
An administrative charge not to exceed .2% per year may be added for administrative processing and account maintenance. Fees are negotiable.
Fee Estimator
Location
5224 Park Ridge Rd, Flower Mound, TX, 75022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mckeel Capital Management
Previous Registrations
Mckeel Capital Management
Mckeel Capital Management
Mckeel Capital Management
Mckeelgesek Financial Advisory Services, LLC
Mckeelgesek Financial Advisory Services
Saa Financial INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.