A complete list of active advisors currently associated with Keel Wealth Management, LLC
Warmer can help you find a great advisor at Keel Wealth Management, LLC or one who fits your needs even better.
Keel Wealth Management, LLC provides investment advisory services to individual and high‑net‑worth clients, delivering portfolio management alongside fixed‑income consulting and analysis. The firm states it monitors economic and market developments and manages client accounts on a discretionary basis. Keel charges asset‑based management fees that are billed monthly in advance and passes through certain clearing‑firm charges; it offers fixed‑income consulting for bond portfolios up to $250 million with negotiable arrangements for larger portfolios. The brochure indicates the firm does not offer proprietary products, does not receive third‑party payments or revenue sharing, and does not engage in principal trading. What is distinctive is the firm’s scale relative to its staffing: a single adviser oversees roughly $557 million in assets for about 25 clients, producing an unusually high AUM‑per‑advisor concentration. The offering is focused and narrowly scoped—portfolio management plus fixed‑income work—with explicit disclosures about conflicts of interest and no reported disciplinary history.
To learn more about the advisors currently working at Keel Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 38
|
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