Key Financial Concepts provides personalized financial planning and investment solutions. They assist clients in defining their financial goals and planning for the future. The firm uses support systems to help clients determine the right financial strategy to suit their individual needs and provides investment solutions to implement their financial plans. As of December 31, 2025, Key Financial Concepts managed approximately $10.9 million of client assets on a non-discretionary basis.
Assets Under Management$11M
Clients26
Advisors1
Avg. per Client$420K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
These rates apply to Equity Portfolios. Balanced Portfolios: 1% on the first $1 million, then 0.65% thereafter. Fixed Portfolios: 0.75% on the first $1 million, then 0.5% thereafter. Minimum annual fee of $500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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