Global Key Management manages investment portfolios and provides financial planning services for individuals, families, corporations, and other entities. The firm uses quantitative and statistically driven strategies to analyze publicly available data, seeking out risks and opportunities in the public equity and fixed income markets. Client portfolios typically consist of separately managed accounts holding individual securities and exchange-traded funds, designed to match specific risk tolerances, time horizons, and personal goals. Global Key Management also prepares comprehensive written financial plans that integrate a client's income, assets, and liabilities to help prioritize goals. Portfolio management services can be provided on a discretionary basis, meaning the firm makes trades without prior approval, or on a non-discretionary basis where clients approve trades beforehand. The firm requires a minimum investment of $500,000, though this minimum may be waived in certain circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Annual fees range from 0.20% to 1.95% depending on account size and asset types. Financial planning is included in the fee. All fees are negotiable.