Key Group Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$300M
Clients337
Advisors7
Avg. per Client$900K
Avg. per Advisor$43M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 Advisors at this firm