Key Capital Management, Inc. offers both discretionary and non-discretionary portfolio management, along with financial planning services. At the start of the relationship, KCMI discusses the client's investment experience, financial situation, and goals to develop a financial plan. This plan guides investment decisions based on KCMI's research and analysis. KCMI can also hire sub-advisors to manage client assets.
Assets Under Management$390M
Clients2,018
Advisors11
Avg. per Client$190K
Avg. per Advisor$36M
info.woodfinancialgroup.com/surviving-retirement ·info.woodfinancialgroup.com/money-matters ·woodfinancialgroup.com
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are individually negotiated with each client and are generally up to 2% of the market value of assets in the account calculated annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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