Jacob Stewart is a registered investment advisor at Keel Point, LLC, based in North Billerica, MA, with 16 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,524 clients with $3.5B 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 $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Fees may be discounted or waived at Keel Point's discretion. Clients maintaining multiple accounts may aggregate balances for fee calculation purposes. Illiquid assets not directed by Keel Point are billed a fixed fee ranging between $500 to $1,500 annually.
Fee Estimator
Location
North Billerica, MA
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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
Keel Point, LLC
Previous Registrations
Granite Financial Partners
Cetera Advisors LLC
Cetera Advisors LLCBroker
Ngam Advisors, L.P.
Ngam Distribution, L.P.Broker
John Hancock Distributors LLCBroker
Manulife Asset Management (US) LLC
John Hancock Funds, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Signator Investors, INC.Broker
First Investors CorporationBroker
State Registrations2 states
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