Key Financial, INC.
Assets Under Management
$2.5B
Number of Clients
2,155
Number of Advisors
10
Average Client AUM
$1.1M
AUM per Advisor
$245.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Key Financial, Inc. offers investment management services on a continuous and ongoing basis. Client cases are managed individually and tailored to meet specific needs, goals, and objectives. The firm's principal business is to provide comprehensive financial planning services and investment recommendations. Estate planning may be done on a modular basis with retirement cash flow analysis.
Fee Structure
KFI charges a fixed fee for comprehensive initial financial plans. For ongoing financial planning and asset monitoring, clients pay an asset-based advisory fee, calculated quarterly as a percentage of assets under management. KFI generally requires a $500,000 minimum for new clients, but this may be waived or adjusted. Note: Similarly situated clients could pay different fees. Fees for monitoring outside accounts range from $625 to $8,000 quarterly.
Areas of Practice
Location
1045A Andrew Drive, West Chester, PA, 19380