Keebeck Wealth Management LLC

Keebeck Wealth Management, based in Chicago, IL, is a registered investment adviser established in July 2018. The firm primarily offers discretionary portfolio management services, granting clients the authority to manage their accounts. Keebeck Wealth Management is owned by Mr. Bruce Lee, who serves as the Managing Member. The firm has a minimum account size requirement of $250,000, which may be waived based on the client's potential for asset growth. Investment strategies include charting analysis, technical analysis, fundamental analysis, long-term purchases, margin transactions, option writing, and advice on various investment types. The firm manages over $1.6 billion in client assets on a discretionary basis. Fees for portfolio management services are negotiable and billed quarterly based on a percentage of assets under management. Keebeck Wealth Management does not accept performance-based fees, participates in side-by-side management, or engage in wrap fee programs. Clients may invest in ETFs, bonds, equities, mutual funds, currencies, and alternatives. The firm has a disciplinary event related to continuing education violations by Mr. Bruce Lee in 2019. Keebeck Wealth Management does not have any financial industry activities or affiliations beyond its relationship with Dynasty Financial Partners. The firm does not vote proxies on behalf of clients and does not provide regular written reports but conducts account reviews at least quarterly. Keebeck Wealth Management does not have custody of client funds and securities but has limited custody due to third-party standing money movement instructions. The firm does not vote proxies on behalf of clients and does not provide regular written reports but conducts account reviews at least quarterly. Keebeck Wealth Management does not have custody of client funds and securities but has limited custody due to third-party standing money movement instructions.