KEEL ASSET MANAGEMENT, LLC: Expertly Managing Finances
KEEL ASSET MANAGEMENT, LLC is a leading financial firm that provides expert management and guidance to individuals and businesses seeking financial stability and security. The firm prides itself on maintaining a professional and knowledgeable approach while utilizing its extensive experience to help clients achieve their financial goals. With an array of services and a commitment to client satisfaction, KEEL ASSET MANAGEMENT, LLC is a trusted resource for expert financial management.
How the Advisor Helps Clients – Key Takeaways:
KEEL ASSET MANAGEMENT, LLC offers a wide range of services to assist clients in managing their finances and reaching their financial goals. Some key takeaways include:
- Expert financial management services
- Personalized guidance and support
- A commitment to client satisfaction
- Extensive experience and knowledge in financial management
Facts and Insights:
In order to better understand the expertise and capabilities of KEEL ASSET MANAGEMENT, LLC, it is helpful to review some key facts and insights about the firm. These include:
- Assets under management: $500 million (as of January 1, 2020)
- Number of advisors: 10
- Years in business: 15
| Assets under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 |
Financial Services Offered:
KEEL ASSET MANAGEMENT, LLC provides a comprehensive range of financial services to cater to the diverse needs of its clients. Some of the services offered by the firm include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Asset protection strategies
- Debt management
- Insurance planning
Client Types:
KEEL ASSET MANAGEMENT, LLC serves a wide range of clients, including individuals, families, and businesses. The firm caters to clients from various backgrounds and financial goals, including:
- High net worth individuals
- Young professionals
- Business owners
- Retirees
Fees & Compensation:
KEEL ASSET MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. The firm charges a percentage of assets under management for its services, typically ranging from 1% to 2%. This fee structure is designed to align the firm’s interests with those of the clients and ensure that the firm is focused on achieving favorable financial outcomes for its clients.
Background:
KEEL ASSET MANAGEMENT, LLC was founded in 2005 by financial experts with a shared passion for helping individuals and businesses achieve financial success. The firm has since grown to become a trusted and respected resource for financial management, gaining recognition for its expertise and commitment to client satisfaction.
Financial Advisor Disclosures to Know:
While KEEL ASSET MANAGEMENT, LLC is dedicated to providing transparent and reliable financial services, it is important for clients to be aware of potential financial advisor disclosures. Some key disclosures to know for KEEL ASSET MANAGEMENT, LLC include:
- No disciplinary actions on record with the SEC or any state regulators
- No criminal or civil suits against the firm or its advisors