Keel Point, LLC
Assets Under Management
$2.9B
Number of Clients
1,559
Number of Advisors
44
Average Client AUM
$1.9M
AUM per Advisor
$66.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Keel Point, LLC offers discretionary and non-discretionary investment advisory services, including financial planning, asset allocation, and portfolio construction. The firm focuses on delivering investment advisory services across a broad spectrum of clients, including individual wealth management, family office services, and institutional services.
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
Location
100 Church Street, Suite 500, Huntsville, AL, 35801