How does the advisor help clients – Key Takeaways:
KEEL POINT, LLC is a trusted financial advisory firm that provides expert guidance and assistance to clients in achieving their financial goals. With a team of knowledgeable advisors and a comprehensive range of financial services, they are dedicated to helping individuals and businesses make informed and strategic decisions when it comes to their finances.
- Personalized financial advice and solutions tailored to each individual or business
- Expertise in various areas of finance, including investment management, estate planning, tax strategies, and more
- Commitment to building long-term relationships with clients based on trust, transparency, and integrity
Facts and Insights
Established in 2013, KEEL POINT, LLC has quickly become a trusted name in the financial advisory industry. With over $8 billion in assets under management and a team of over 70 experienced advisors, they have helped countless clients navigate the complexities of the financial world and achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $8 billion | 70+ | 8 years |
Financial Services Offered
KEEL POINT, LLC offers a wide range of financial services to meet the diverse needs of their clients. Their experienced advisors have expertise in areas such as investment management, retirement planning, tax strategies, insurance planning, and more. By taking a comprehensive and personalized approach, they are able to provide tailored solutions that help clients achieve their financial goals.
Client Types
KEEL POINT, LLC serves a variety of clients, including individuals, families, and businesses. They work closely with each client to understand their unique financial needs and goals, and then develop personalized strategies to help them achieve success. With a focus on building long-term relationships, they are committed to helping clients navigate all aspects of their financial journey.
Fees & Compensation
KEEL POINT, LLC operates on a fee-based structure, meaning that they are compensated through a combination of fees and commissions. This structure ensures that their incentives are aligned with their clients’ best interests, as they are only successful if their clients are successful. They are transparent about all fees and costs associated with their services and are committed to providing value for their clients.
Background
KEEL POINT, LLC was founded by a group of financial advisors who shared a passion for helping clients achieve their financial goals. With a focus on providing personalized and comprehensive financial solutions, they have grown into a leading advisory firm with a strong reputation for excellence and integrity. They continue to stay true to their core values and mission of helping clients achieve financial success.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for potential clients to understand any potential conflicts of interest or legal disclosures. KEEL POINT, LLC discloses all relevant information on their Form ADV, which can be found on the Securities and Exchange Commission’s website. They are committed to maintaining transparency and ensuring that clients are fully informed about their operations and practices.