Keel Point offers investment advice, financial planning, and asset allocation services. They manage client accounts across various asset classes, including mutual funds, exchange-traded funds, and alternative investments. Keel Point serves individuals, families, family offices, and institutions, offering tailored investment programs based on client goals and risk tolerance. They also provide corporate services, including retirement plan solutions.
Assets Under Management$3.5B
Clients1,524
Advisors45
Avg. per Client$2.3M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
45 Advisors at this firm
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