Mckeel Capital Management

Assets Under Management

$63.0M

Number of Clients

35

Number of Advisors

2

Average Client AUM

$1.8M

AUM per Advisor

$31.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

McKeel Capital Management offers financial planning, consulting, and investment advisory services to individuals, corporations, and other business entities. They create investment policies based on client circumstances and manage portfolios on a discretionary or non-discretionary basis. They do not act as a sponsor for wrap fee programs.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
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Location

5224 Park Ridge Rd, Flower Mound, TX, 75022

2 Advisors at this firm

Mckeel Capital Management | TrueAdvisor