Kay Investments is a registered investment advisor founded in May 2000 by Darrell Kay, located in Manakin-Sabot, Virginia. The firm provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. Kay Investments builds diversified portfolios primarily using mutual funds, exchange-traded funds, individual debt and equity securities, and private placement vehicles. The firm tailors its services to each client's individual needs, risk tolerance, and time horizon through fundamental analysis for mutual funds and technical analysis for equities and exchange-traded funds. Kay Investments recommends that clients hold their accounts at Fidelity Institutional Wealth Services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual fees vary between 0.25% and 0.85% based on the market value of assets and services rendered. Fees are negotiable based on criteria such as future earning capacity, additional assets, account composition, and pre-existing relationships.