Key Wealth Management, INC.
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)
About This Firm
Key Wealth Management specializes in financial planning, discretionary investment management, and retirement/pension plan consulting. Clients include individuals, high net worth individuals, families, trusts, estates, businesses and charities. They create customized portfolios and monitor investment strategy and performance on an ongoing basis.
Fee Structure
AUM-Based Fees (Tiered)
| 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 negotiable for accounts over $3,000,000.
Fee Estimator
Investment management fees are charged quarterly, in advance, based on the market value of assets managed. The annual advisory fee is 1.50% for the first $500,000, 1.25% for assets between $500,001 and $1,000,000, and 1.00% for assets between $1,000,001 and $3,000,000. Fees for assets over $3,000,000 are negotiable. Retirement/pension plan consulting fees are negotiated on a case-by-case basis and can range up to 1.00% of plan assets.
Areas of Practice
Location
9500 Brooktree Road, Suite 102, Wexford, PA, 15090