Jason D Landers
Advisor at Keel Point, LlC — Huntsville, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
23 years
Location
Huntsville, AL 35801
Keel Point, LlC
Multi-team
Jason Landers is a CFP® with 23 years of industry experience, currently serving at Keel Point, LLC. He has been with Blue Creek Securities, LLC since 2009. Landers is a board member of The Bullpen Foundation, a nonprofit organization supporting community-based youth athletic programs in Huntsville, Alabama. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm uses a team-driven investment process that combines fundamental research and quantitative modeling to manage diversified portfolios across multiple strategy platforms.
Based on Keel Point, LlC
Based on Keel Point, LlC
Family Office Services initial setup fee ranges from $20,000 to $75,000; Discovery Profile fee minimum $7,500; Financial plan fees range from $10,000 to $100,000; Family Office Project Special Services fees vary per project.
$0 - $1,000,000: 1.35% $1,000,000.01 - $2,000,000: 1.10% $2,000,000.01 - $5,000,000: 0.85% $5,000,000.01 - $10,000,000: 0.70% $10,000,000.01 - $25,000,000: 0.50% $25,000,000.01+: 0.30%
Family Office Services hourly rates range from $130 to $720 per hour depending on personnel; Financial planning services hourly fees vary based on client needs.
Performance-based fees are charged only for certain clients investing in affiliated private funds; performance fee arrangements vary and are applicable to qualified clients.
Annual Family Office Services fees range from $25,000 to $400,000 payable quarterly in advance as an annual retainer, subject to 5% annual increase.
Account minimum: $50,000
Huntsville, AL
100 Church Street, Suite 500
Huntsville AL 35801
Advisors at this office
22
Alabama · Kansas · Missouri · New York · Texas
23 years of industry experience
Blue Creek Securities, Llc
2009 - Present • 17 years
Huntsville, AL
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