KeyVantage Wealth offers financial planning and investment management services to individuals, high-net-worth individuals, trusts, and estates. Investment advice is customized based on the client's objectives and financial needs. KeyVantage may recommend external money managers or investment platforms. The firm primarily uses mutual funds and exchange-traded funds, but may also invest in other securities. KeyVantage does not receive commissions.
Assets Under Management$300M
Clients146
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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