Key Wealth Partners offers investment management and financial planning services. They create customized investment strategies based on your goals, risk tolerance, and financial situation. Key Wealth may recommend using third-party investment managers. They also offer financial planning services covering areas like retirement, education savings, and investments. Key Wealth may refer clients to other specialists like accountants or attorneys.
Assets Under Management$3.7M
Clients6
Advisors1
Avg. per Client$620K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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