Lower Fees. No Compromises.
Why We Cost Less — and Why That Matters
Most wealth management firms charge 1% or more on assets under management. Layer in fund expenses, transaction fees, and platform costs, and the true price of advice can quietly consume a significant portion of your returns over time. Year after year, those fees compound — working against you instead of for you.
Keel Wealth Management was built differently. Our fees are as much as two-thirds less than the competition. Not because we cut corners. Because we never built the corners in the first place.
No Bloat. No Legacy Overhead.
Large firms carry large costs — layers of management, expensive office footprints, outdated technology stacks, armies of support staff, and marketing budgets that ultimately get passed along to clients. You’re not paying for better advice. You’re paying for their infrastructure.
KWM doesn’t carry that weight. We’re a lean, modern firm designed from the ground up to operate efficiently. No bureaucracy. No committees. No layers between you and your advisor. That structural advantage translates directly into lower fees for you.
Technology as a Force Multiplier
We leverage AI, automation, and the latest financial technology to do what used to require entire teams. Portfolio monitoring, rebalancing, tax loss harvesting, research, risk analysis — these processes run continuously and precisely, powered by technology that didn’t exist five years ago.
The result: we deliver the same caliber of service and sophistication that large firms offer — often better — at a fraction of the cost. We don’t hoard those efficiencies. We pass them along to you.
Lower Fees, Without Compromise
Some firms that advertise low fees deliver low service. Robo-advisors give you an algorithm and a dashboard. Discount brokers give you a platform and leave you on your own. That’s not what we do.
At KWM, you get Scott Zodin — four decades of experience, direct access, and a genuine fiduciary relationship. You get a custom-built portfolio tailored to your goals. You get holistic wealth advice that covers investments, taxes, estate planning, retirement, and risk management. You get AI-enhanced precision with human judgment at the helm.
You just don’t get the inflated price tag.
The Math Is Simple
On a $1 million portfolio, the difference between a 1% fee and a 0.35% fee is $6,500 per year. Over 20 years, with compounding, that difference can exceed $200,000 — money that stays in your portfolio, working for you, instead of paying for someone else’s overhead.
Lower fees don’t just save you money today. They change the trajectory of your wealth over a lifetime.
Uniquely Positioned
KWM sits at the intersection of experience, technology, and efficiency that no large firm can replicate. We’re small enough to be nimble, smart enough to leverage every advantage that new technology provides, and disciplined enough to keep our costs — and yours — where they belong.
Big firm capability. Boutique firm attention. Fees that respect your money.
Want to see how much you could save? Contact Scott Zodin at scott@keelwealth.com or call (512) 368-4593 for a complimentary fee comparison.
