Kai Poetschke is a registered investment advisor at Key Capital Advisors, INC., based in Miami, FL, with 13 years of industry experience. Kai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 91 clients with $70M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1000 Brickell Avenue, Suite 315, Miami, FL, 33131
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Regulatory History (1)
Customer Dispute
December 2020Other Business Activities
Kai is a consultant/portfolio manager for Pythagoras Partners GmbH and a managing director/sole proprietor for Intelligent Capital Management GmbH, both located in Zurich, Switzerland. Kai spends about 10-20% of his time on each of these investment-related activities.
Employment History
Current Registrations
Key Capital Advisors, INC.
Previous Registrations
Intelligent Capital Management, LLC
Credit Suisse Private Advisors
State Registrations1 state
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.