Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
For clients that transition to the Firm due to their advisor joining the Firm, previously contracted fee schedules will be honored, when possible.
Fee Estimator
Keel Point charges a single asset-based fee for services covered by the Granite Financial Wrap Fee Program. The maximum fee is 1.00% on the first $5,000,000, 0.70% on the amount between $5,000,001 and $15,000,000, 0.40% on the amount between $15,000,001 and $25,000,000, and 0.25% on the amount above $25,000,001. Clients may also incur additional fees, such as mutual fund fees and brokerage fees charged by broker-dealers other than Schwab.
Areas of Practice
Advisor Information
Office location
Richmond, VA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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