KeyState Advisory provides investment advice to both institutional and individual investors, specializing in fixed income securities. The firm offers managed accounts and advisory services for self-managed accounts, tailoring its services to each client's needs. KeyState Advisory does not have a set fee schedule; fees are negotiated with each client.
Assets Under Management$18B
Clients82
Advisors9
Avg. per Client$220M
Avg. per Advisor$2B
Fee Structure
Investment management only (planning not offered)
KeyState Advisory's fees are negotiated with each client and are not based on a set schedule. The firm charges fixed quarterly fees, which are expected to range from $2,500 to $200,000 per quarter. Some clients' fees are based on a percentage of the market value of their portfolio.
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