Jake Keys is a registered investment advisor at Appalaches Capital, LLC, based in Lexington, KY, with 2 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees for investment management services are non-negotiable; however, the Firm reserves the right and may offer a discount on fees for certain clients, including family of employees and others. Discounts are at the Firm's discretion and will be agreed upon on a case-by-case basis.
Fee Estimator
Location
Lexington, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Appalaches Capital, LLC
State Registrations1 state
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