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
Cave Creek, AZ
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Charles is a special advisor to the Retirement Income Industry Association, a managing member of Wealth Planning Consultants, LLC, a managing partner of A+ College Planning Advisors, LLC and Montebello Investors, LLC, and a member/manager of CCR Advisors, LLC. These activities require minimal time commitment.