How does the advisor help clients – Key Takeaways:
KEELAN CAPITAL is a well-respected financial advisory firm that assists clients in managing and growing their wealth. They offer a wide range of financial services and work with a variety of client types, providing personalized and expert advice tailored to each individual’s unique financial goals and needs.
KEELAN CAPITAL’s advisors have years of experience and are highly knowledgeable about the ever-changing financial landscape. They stay up-to-date on current market trends and are equipped to help clients make informed and strategic financial decisions.
Facts and Insights
Founded in 2005, KEELAN CAPITAL has been in the financial advisory business for over 15 years. Since its inception, the firm has grown to manage over $500 million in assets under management. With a team of experienced advisors, KEELAN CAPITAL has a strong track record of helping clients achieve their financial goals.
KEELAN CAPITAL takes pride in their commitment to putting clients’ interests first and providing transparent and objective guidance. They prioritize building strong relationships with clients and have a loyal client base that trusts their expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
KEELAN CAPITAL offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Education planning
- Insurance planning
- Wealth transfer strategies
The firm’s advisors work closely with each client to understand their specific financial goals and develop a tailored plan to help them achieve those goals.
Client Types
KEELAN CAPITAL works with a diverse range of clients, including individuals, families, and businesses. They have experience working with clients of all ages and backgrounds, from young professionals just starting to build their wealth to retirees looking to preserve and manage their assets.
Whether a client is looking to invest for the long-term, plan for retirement, or pass wealth onto future generations, KEELAN CAPITAL has the expertise and resources to assist them.
Fees & Compensation
KEELAN CAPITAL’s fees and compensation structure is based on a percentage of assets under management, ensuring their interests are aligned with those of their clients. They also offer fee-based financial planning for those seeking specific advice or services outside of asset management.
The firm is committed to transparency and is upfront about all fees and potential conflicts of interest. Clients can trust that KEELAN CAPITAL’s advisors have their best interests in mind and are working to help them achieve their financial goals.
Background
KEELAN CAPITAL was founded by John Keelan, a highly experienced financial expert and industry veteran. John began his career in finance over 20 years ago and has since built a reputation for his expert financial advice and personalized service to clients.
John’s team of advisors at KEELAN CAPITAL are all highly qualified professionals with extensive backgrounds in finance and a deep understanding of the markets. They continually enhance their knowledge and stay current on industry trends to provide clients with the most up-to-date and valuable advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, KEELAN CAPITAL is required to disclose any pertinent information to clients. This includes any potential conflicts of interest, disciplinary actions, or any other information that may impact the client’s decision to work with the firm.
Clients can trust that KEELAN CAPITAL is fully transparent and will provide all necessary information to make informed decisions about their financial future.