Advisor at Mulberry Capital Management
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.
Firm
Mulberry Capital Management
Location
Evansville, IN
Credentials
CFA®
Industry experience
16 years
Stephen Keck is a CFA® charterholder and the sole advisor at Mulberry Capital Management in Evansville, Indiana, with 16 years of industry experience. He has led Mulberry Capital Management since 2014. Keck is involved with the Downtown Evansville Kiwanis Club, a community service organization. Mulberry Capital Management provides investment advisory services to individuals, banks, charitable organizations, and other advisers. The firm emphasizes portfolio management, investment policy development, and manager selection, serving a diverse client base with strategies that incorporate fundamental and technical analysis alongside modern portfolio theory.
Based on Mulberry Capital Management
Based on Mulberry Capital Management
$0 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% $3,000,000+: Negotiable
$300/hour
Minimum fee: Minimum fee $2,500 per year for standard accounts; Minimum fee $2,125 per year for endowment and foundation accounts; Minimum fee $1,875 per year using a third party manager (standard accounts); Minimum fee $875 per year using a third party manager (endowment and foundation accounts)
Evansville, IN
Indiana
Mulberry Capital Management LLC
2014 - Present (12 years)
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