Keel & Long Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$66,000,000
Total clients
155
13% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
78
Average account size
$425,806
Client services
Fee options
Fixed fees for financial planning consulting services ranging from $2,000 to $20,000 per project
$0 - $50,000: 1.35% $50,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.60%
$250 - $350 per hour for financial planning services
Minimum fee: $250 minimum annual fee Fee-only: Financial planning fees charged as fixed fees ($2,000 to $20,000 per project) or hourly fees ($250 - $350 per hour)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Keel & Long Financial Management, LLC
2408 Charles Blvd, Suite 4
Greenville NC 27858, United States
Number of offices
1
Forms ADV
Quick links
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