Keelan Capital
Assets Under Management
$561.4M
Number of Clients
31
Number of Advisors
N/A
Average Client AUM
$18.1M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Keelan Capital L.L.C. is an SEC registered investment advisor offering portfolio management and investment analysis. Financial planning is offered as a complimentary service to portfolio management clients. Portfolios are created based on individualized financial plans and may include various securities. The firm may recommend private placement investments for suitable clients. Keelan Capital may act as a sub-advisor for other financial institutions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for accounts over $50,000,001.
Fee Estimator
Keelan Capital's fees are based on a percentage of assets under management. The annual fee is 1.00% on the first $5,000,000 and 0.50% on the next $5,000,001 - $50,000,000. Fees for accounts over $50,000,001 are negotiable. Fees are deducted monthly in arrears based on the average daily balance. Sub-adviser fees are different. Financial planning is included with portfolio management.
Areas of Practice
Location
GA, United States