Key Wealth Management provides financial planning and investment management services to individuals, families, and businesses. They create financial plans based on clients' goals and risk tolerance, and manage investments using various investment vehicles, including stocks, bonds, and ETFs. Key Wealth Management also offers retirement plan consulting services to employee benefit plans.
Assets Under Management$36M
Clients172
Advisors1
Avg. per Client$210K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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