Key Wealth Partners manages investment portfolios and offers personalized financial planning and consulting services for individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. Key Wealth designs customized investment strategies through continuous contact with clients, often placing assets with professional investment management firms or managed account programs while providing ongoing oversight. Services encompass retirement planning, personal savings, education funding, and charitable giving strategies. Key Wealth works with clients to identify their specific financial goals, time horizons, and risk tolerance, operating primarily from Pennsylvania.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fees may be negotiable at the discretion of Key Wealth Partners. Aggregate assets under management are taken into consideration.