JM

John Lewis Mckeel

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
35 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$63.0M

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$1,200 - $15,000
Hourly Rate:Up to $350/hr

Financial planning fees range from $1,200 to $15,000 as a fixed fee, or $350 per hour. Investment management services require a minimum account of $1,000,000, but this may be waived. The annual investment management fee is based on assets under management, as detailed in the fee table. An administrative charge not to exceed 0.2% per year may also be applied. Fees are negotiable and billed quarterly in advance.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

5224 Park Ridge Rd, Flower Mound, TX, 75022

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mckeel Capital Management
January 2025 - Present · 1 yr
Previous Registrations
Mckeel Capital Management
January 2015 - December 2024 · 9 yrs 11 mos
Mckeel Capital Management
January 2014 - December 2014 · 11 mos
Mckeel Capital Management
April 2009 - December 2013 · 4 yrs 8 mos
Mckeelgesek Financial Advisory Services, LLC
May 2007 - December 2008 · 1 yr 7 mos
Mckeelgesek Financial Advisory Services
December 2003 - December 2006 · 3 yrs
Saa Financial INC.
August 2002 - December 2002 · 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
John Lewis Mckeel - Financial Advisor | AdvisorDiscover