Blue Keel Financial Planning
Blue Keel Financial Planning (CRD# 173006) is a financial advisory firm headquartered in Weston, CT. They manage $1,300,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$162,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Charles Shipman (CRD# 6092666) is an Investment Advisor Representative working at Blue Keel Financial Planning in Weston, CT and has over 3 years of experience in the finance industry.