Mckeel Capital Management
Assets Under Management
$63.0M
Number of Clients
35
Number of Advisors
2
Average Client AUM
$1.8M
AUM per Advisor
$31.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
McKeel Capital Management offers financial planning, consulting, and fee-only investment advisory services to individuals, corporations, and other business entities. They create investment policies based on client goals and objectives, managing portfolios on a discretionary or non-discretionary basis. They may recommend investments in companies they have previously provided consulting services to, disclosing any conflicts of interest.
Fee Structure
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
Location
5224 Park Ridge Rd, Flower Mound, TX, 75022