CM

Cole Christian Mckeel

7 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 (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2021
Denied
Employment History
Current Registrations
Mckeel Capital Management
January 2025 - Present · 1 yr
Previous Registrations
Mckeel Capital Management
January 2022 - December 2024 · 2 yrs 11 mos
Ameriprise Financial Services, LLC Broker
January 2021 - November 2021 · 10 mos
Ameriprise Financial Services, LLC
November 2020 - November 2021 · 1 yr
Mckeel Capital Management
June 2018 - September 2020 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.