Sarah Summers is a registered investment advisor at Key Capital Management, INC., based in Hendersonville, TN. Sarah 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
Fee-Only (% of Portfolio)
Firm Size
11 advisors
Number of Clients
2,018 clients
Average Client Portfolio
$195K average
Assets Under Management
$393.0M
Fee Structure
Minimum Investment:$50K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
181 East Main St. Suite #7, Hendersonville, TN, 37075
Get directionsHistory
Regulatory History (1)
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Financial
March 2020Final
Employment History
Current Registrations
Key Capital Management, INC.
February 2026 - Present · 2 mos
State Registrations1 state
TN
Advisor
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.
Exams
No exam information available for this advisor.