Kay Investments offers investment management services to individuals, limited partnerships, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Kay Investments manages assets on a discretionary or non-discretionary basis, using fundamental and technical analysis. The firm primarily invests in mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and privately placed securities.
Assets Under Management$64M
Clients66
Advisors1
Avg. per Client$970K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual fee varies between 0.25% and 0.85% depending on the market value of assets and type of services. Kay Investments may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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