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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Glacier pioneerAtlas +more
- Established Date
- 10-20-2014
- Office Locations
- 1
Office Locations
About Blue Keel Financial Planning
Blue Keel Financial Planning is an independent, fee-only fiduciary providing comprehensive financial planning and portfolio management for business owners, professionals, and their families. Services include personal planning, estate and legacy planning, divorce planning, and business succession planning, delivered from Westport, CT to clients nationwide. Portfolios emphasize asset allocation using ETFs and other public funds; the firm has been featured in outlets such as Nasdaq and Investopedia.
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Owner & Executives
CHARLES ALLISON SHIPMAN
Managing Member, MANAGING PRINCIPAL, Principal
- CRD
- #6092666
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,409,723 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,409,723 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,409,723
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $361,415,635 | 27.7% |
| Public Funds | $341,844,391 | 26.2% |
| U.S. Government/Agency | $223,112,179 | 17.1% |
| Cash | $378,377,379 | 29.0% |
| Total | $1,304,749,584 | 100.0% |