Assets Under Management
$35.8M
Number of Clients
172
Number of Advisors
1
Average Client AUM
$208K
AUM per Advisor
$35.8M
Compensation
Fee-Only (AUM)
Key Wealth Management provides investment advisory services including financial planning and discretionary investment management. Clients include individuals, high net worth individuals, families, trusts, estates, businesses and charities. Financial plans are dynamic and reviewed annually. Investment strategies are guided by client objectives and risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for amounts over $3,000,000.
9500 Brooktree Road, Suite 102, Wexford, PA, 15090