Key Financial (KFI) offers ongoing investment management and financial planning services. KFI works with clients to understand their financial goals and objectives, then creates a tailored plan. KFI can manage accounts on a discretionary or non-discretionary basis. KFI also offers initial financial plans. KFI does not sponsor any wrap programs.
Assets Under Management$2.5B
Clients2,155
Advisors10
Avg. per Client$1.1M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
KFI offers investment management as part of its ongoing financial planning and asset monitoring services. Here's how the fees work for discretionary accounts:
- $100,000 – $250,000: 1.50% per year
- $250,001 – $500,000: 1.20% per year
- $500,001 - $1,000,000: 1.00% per year
- $1,000,001 - $1,500,000: 0.90% per year
- $1,500,001 - $2,000,000: 0.85% per year
- $2,000,001 - $2,500,000: 0.75% per year
- $2,500,001 - $5,000,000: 0.65% per year
- $5,000,001 and Above: 0.50% per year
For non-discretionary accounts, the fees are:
- $100,000 – $250,000: 1.75% per year
- $250,001 – $500,000: 1.45% per year
- $500,001 - $1,000,000: 1.25% per year
- $1,000,001 - $1,500,000: 1.15% per year
- $1,500,001 - $2,000,000: 1.10% per year
- $2,000,001 - $2,500,000: 1.00% per year
- $2,500,001 - $5,000,000: 0.90% per year
- $5,000,001 and Above: 0.75% per year
KFI generally requires a $500,000 minimum to manage your investments, but this may be waived.
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