Advisor at Blue Keel Financial Planning
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Firm
Blue Keel Financial Planning
Location
Westport, CT 06880
Credentials
Series 66
Industry experience
13 years
Charles Shipman is a financial advisor at Blue Keel Financial Planning in Westport, CT, with 13 years of industry experience. He holds a Series 66 designation and has been with Blue Keel Financial Planning since 2014. In addition to his advisory work, he is involved in a music royalty business, Lakshmi Puja Music Ltd, which he has operated since 2006. Blue Keel Financial Planning serves individual clients, small businesses, and trusts, offering financial planning, portfolio management, and business consultation. The firm employs a Core + Satellite investment approach, combining low-cost indexed core holdings with actively managed satellite positions tailored to client goals and risk tolerance, and provides educational workshops and business-management services alongside its investment offerings.
Based on Blue Keel Financial Planning
Based on Blue Keel Financial Planning
Under $1,000,000 - $999,999: 1.25% (125 basis points) annually $1,000,000 - $4,999,999: 1.00% (100 basis points) annually $5,000,000 - $9,999,999: 0.75% (75 basis points) annually Over $10,000,000+: 0.50% (50 basis points) annually
Hourly rate of $250 per hour, billed in 15-minute increments.
Monthly retainer fees ranging from $250 to $2,500; Business consultation monthly fees from $1,500 to $25,000.
Fee-only: Financial planning fees: One-Time Comprehensive Financial Plan fees from $2,000 to $10,000; Monthly retainer fees from $250 to $2,500; Hourly fees at $250 per hour; Business consultation monthly fees from $1,500 to $25,000; Educational seminars fees from $250 to $1,000; Speaking engagements fees from $250 to $5,000.
8 Wright Street,, Suite 100
Westport, CT 06880
Connecticut
Blue Keel Financial Planning, LLC
2014 - Present (12 years)
Lakshmi Puja Music Ltd
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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