Cole Mckeel is a registered investment advisor at Mckeel Capital Management, based in Flower Mound, TX, with 7 years of industry experience. Cole 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 (1)
Customer Dispute
October 2021Employment History
Current Registrations
Mckeel Capital Management
Previous Registrations
Mckeel Capital Management
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Mckeel Capital Management
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.