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About MCKEEL CAPITAL MANAGEMENT
McKeel Capital Management is a highly reputable wealth management firm that specializes in providing comprehensive financial services to a wide range of clients. With a team of experienced and knowledgeable advisors, they are committed to helping individuals, families, and businesses achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
– Customized financial planning and investment strategies based on individual goals and risk tolerance
– Regular portfolio reviews and adjustments to ensure alignment with changing financial goals and market conditions
– Access to a wide range of financial services such as retirement planning, investment management, and insurance strategies
– Proactive communication and top-notch customer service to ensure clients feel informed and empowered about their financial decisions
Facts and Insights
MCKEEL CAPITAL MANAGEMENT has been in business for over 15 years, establishing a strong and reputable presence in the financial industry. They have over $500 million in assets under management and a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
– Investment management
– Retirement planning
– Estate planning
– Insurance strategies
– Tax planning
– Education funding
Client Types
MCKEEL CAPITAL MANAGEMENT serves a diverse clientele, including:
– Individuals and families
– High-net-worth individuals
– Business owners and executives
– Retirement plans
– Non-profit organizations
Fees & Compensation
As a fiduciary, MCKEEL CAPITAL MANAGEMENT puts their clients’ best interests first and foremost. They are transparent in their fee structure, which is an annualized percentage of assets under management. This fee is based on the complexity of the client’s financial situation and is discussed and agreed upon before any services are provided.
Background
The team at MCKEEL CAPITAL MANAGEMENT brings a wealth of experience and expertise to the table. Each advisor holds various credentials, including CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Analyst, and Accredited Investment Fiduciary. This diverse expertise allows them to provide holistic and personalized financial solutions to their clients.
Financial Advisor Disclosures to Know
MCKEEL CAPITAL MANAGEMENT maintains a clean record with no legal or disciplinary actions on record. As a registered investment advisor, they are required to disclose any potential conflicts of interest or any legal or disciplinary actions taken against the firm or its advisors.
In conclusion, MCKEEL CAPITAL MANAGEMENT’s commitment to providing personalized financial solutions and top-notch customer service has made them a trusted partner for clients seeking to secure their financial future. With over 15 years of experience, a team of experienced advisors, and a diverse range of financial services, they are well-equipped to help clients achieve their financial goals.