Keybridge Capital offers investment management with ongoing supervision, and financial planning covering investments, retirement, taxes, and asset allocation. They also offer consulting services for specific financial issues. Keybridge Capital works with clients to understand their financial situation and set objectives. Clients retain control of their accounts and can impose reasonable restrictions on investments.
Assets Under Management$5.6M
Clients4
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$5.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.50% |
| $200K - $500K | 2.00% |
| $500K - $600K | 1.50% |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $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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