Hannah Herman is a CFP-designated registered investment advisor at Key Capital Management, INC., based in Hendersonville, TN, with 3 years of industry experience. Hannah 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. Their firm serves 2,018 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are individually negotiated with each client and are generally up to 2% of the market value of assets in the account calculated annually.
Fee Estimator
Location
181 East Main St. Suite #7, Hendersonville, TN, 37075
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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 Activities
Hannah will be working as an exercise instructor at Pure Barre, a fitness business, starting in 2024. This will require about 10% of her time.
Employment History
Current Registrations
Key Capital Management, INC.
State Registrations2 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.