McKeel Capital Management offers financial planning and investment management services. Financial planning covers retirement, investments, cash flow, estate, insurance, and college funding. Investment management involves creating a personalized investment policy and managing portfolios on a discretionary or non-discretionary basis. They use various investment strategies and review portfolios at least quarterly. Clients must open accounts with custodians like Schwab or TD Ameritrade.
Assets Under Management$63M
Clients35
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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