Key Concerns Inc. offers services including selecting and monitoring third-party money managers based on a client's financial situation and goals. They also provide financial planning services, which include a comprehensive evaluation of a client's current and future financial state. Key Concerns also offers consulting services on specific financial topics.
Assets Under Management$24M
Clients160
Advisors2
Avg. per Client$150K
Avg. per Advisor$12M
www.keyconcerns.com ·www.facebook.com/key-concerns-91077687210 ·www.linkedin.com/company/key-concerns-inc./about
Fee Structure
Investment management only (planning not offered)
Key Concerns Inc. does not directly manage client money. Instead, they recommend third-party investment management firms. The fees for these firms generally range from 0.8% to 1.7% of your portfolio, depending on the firm chosen. Key Concerns Inc. is paid a portion of the fee that each firm charges.
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