Keybridge Capital, Inc. provides personalized investment management and financial planning services to individuals, high-net-worth individuals, pension plans, and business entities. The firm focuses on long-term value investing, dividend growth strategies, and tactical asset allocation, utilizing fundamental and technical analysis. In addition to managing investment portfolios, Keybridge Capital offers modular or comprehensive financial planning covering investment planning, retirement planning, tax planning, and portfolio reviews, as well as hourly consulting. Keybridge Capital operates as an independent registered investment advisor based in Quincy, Illinois, and is owned and operated by Blaine N. Troup.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.50% |
| $200K - $500K | 2.00% |
| $500K - $600K | 1.50% |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable based on client type, situation complexity, account composition, and total assets managed.