Five Keys Private Advisors provides investment advice to clients through separately managed accounts. Services include investment and asset management, wealth management, and retirement and financial planning. Investment strategies are customized based on client goals, objectives, and risk tolerance. Five Keys primarily invests in ETFs, mutual funds, and ETNs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for each client on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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