On Keel Capital offers financial planning and investment advice tailored to individual client needs. The firm focuses on maximizing risk-adjusted returns using established financial research. They incorporate environmental, social, and governance factors into investment decisions. On Keel Capital operates as a fee-only firm, receiving compensation solely from client management fees and not from commissions.
Fee Structure
On Keel Capital charges a fee based on the value of your investments. The exact percentage is determined by the nature and amount of your account and is detailed in an agreement. There is no minimum account size, and all fees are negotiable. Fees are invoiced quarterly in advance, based on the previous quarter's ending value. You can choose to have fees deducted from your brokerage account or pay by check.