Patricia Brennan is a CFP-designated registered investment advisor at Key Financial, INC., based in West Chester, PA, with 40 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,155 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KFI offers investment management as part of its ongoing financial planning and asset monitoring services. Here's how the fees work for discretionary accounts:
- $100,000 – $250,000: 1.50% per year
- $250,001 – $500,000: 1.20% per year
- $500,001 - $1,000,000: 1.00% per year
- $1,000,001 - $1,500,000: 0.90% per year
- $1,500,001 - $2,000,000: 0.85% per year
- $2,000,001 - $2,500,000: 0.75% per year
- $2,500,001 - $5,000,000: 0.65% per year
- $5,000,001 and Above: 0.50% per year
For non-discretionary accounts, the fees are:
- $100,000 – $250,000: 1.75% per year
- $250,001 – $500,000: 1.45% per year
- $500,001 - $1,000,000: 1.25% per year
- $1,000,001 - $1,500,000: 1.15% per year
- $1,500,001 - $2,000,000: 1.10% per year
- $2,000,001 - $2,500,000: 1.00% per year
- $2,500,001 - $5,000,000: 0.90% per year
- $5,000,001 and Above: 0.75% per year
KFI generally requires a $500,000 minimum to manage your investments, but this may be waived.
Location
1045A Andrew Drive, West Chester, PA, 19380
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patricia owns a sole proprietorship selling term life, long-term care, permanent life, and disability insurance since 1985. She is also the President and CEO of Key Financial, Inc., working nearly full-time as a Certified Financial Planner.
Employment History
Current Registrations
Key Financial, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Sun Investment Services CompanyBroker
Walnut Street Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Anchor National Financial Services, INC.Broker
State Registrations50 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.