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Blaine Troup

8 Years of Experience
Quincy, IL

Blaine Troup is a registered investment advisor at Keybridge Capital, based in Quincy, IL, with 8 years of industry experience. Blaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4 clients with $5.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$5.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K2.50%
$200K - $500K2.00%
$500K - $600K1.50%
$600K - $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.50%
$5M+0.25%

Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

520 N 30th Street, Suite 20, Quincy, IL, 62301

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Keybridge Capital
June 2017 - Present · 8 yrs 10 mos
State Registrations1 state
IL
Advisor

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Exams
No exam information available for this advisor.