BLUE KEEL FINANCIAL PLANNING

Overview

Blue Keel Financial Planning is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and positions itself as a hybrid advisory practice that charges a mix of percentage-of-AUM fees, hourly fees and fixed fees. Core service lines are financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. From an investment standpoint the firm emphasizes publicly traded equities and mutual funds as its primary liquid exposures, with a material allocation to exchange-traded equities. Blue Keel also uses third-party alternative managers, specifically hedge funds and real estate strategies, to complement public market exposure. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices