Key Group Management offers investment advisory services, including comprehensive portfolio management and financial planning & consulting. The firm works with clients to understand their financial situation, goals, and risk tolerance. They provide individualized investment advice for portfolio management clients and general investment advice for financial planning clients. The firm primarily uses fundamental analysis and offers long-term purchase strategies, margin transactions, options, and short sales.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.