Keychain Asset Management provides personalized financial planning and wealth management, including digital asset portfolio management. They offer consulting services for integrating digital payments and cryptocurrency into businesses. They also provide sub-advising services to other registered investment advisors, allowing them to offer digital asset services to their clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable under certain circumstances, such as for larger accounts or family relationships where multiple accounts are managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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