Key Group Management Inc.

Financial Advisor in Ramsey, NJ

Firm Info
Address: 545 Island Rd, Ramsey, NJ 07446, USA
Phone: (201) 236-9696

Firm Size
Assets Under Management: $183.1 million
# of Advisors: 4
# of Clients: 425
Client to Advisor Ratio: 106:1
Average Account Size: $430,821
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Key Group Management, Inc. Overview

Key Group Management, Inc. is a fee-only Registered Investment Advisory firm based in Scottsdale, Arizona. The firm has been in business since 2019, providing investment advice and financial planning to a wide range of clients. Key Group Management, Inc. is exclusively focused on investment advice, which means that the firm is able to offer a highly specialized and personalized service. The firm's fee-only structure means that clients can trust that they are receiving unbiased advice, free from any conflicts of interest. This is because Key Group Management, Inc. does not earn any commissions or incentives from recommending certain investment products or services, ensuring that the firm's advice is always in the best interests of its clients. Key Group Management, Inc. offers a range of services to its clients, including financial planning and portfolio management for individuals and small businesses. These services are designed to help clients achieve their financial goals and objectives, while also managing risk and minimizing expenses. With its expertise in investment advice and financial planning, Key Group Management, Inc. is well-positioned to help clients navigate the complex world of finance and achieve their financial goals.

Key Group Management, Inc. serves a diverse range of clients with varying financial needs. From individuals to high net worth individuals, the firm has established itself as a reputable wealth management company that caters to clients' unique personal financial goals. Each client is taken through a thorough financial planning process to ensure their investment portfolio aligns with their individual aspirations. The company's experienced advisors leverage their expertise to craft personalized investment strategies that meet each client's goals, risk tolerance, and financial objectives. Key Group Management, Inc. offers a range of fee structures to accommodate clients' different needs and preferences. The firm recognizes that each client has unique investment goals, and therefore, requires a custom approach to fee structure. The firm uses a percentage of Assets Under Management (AUM) fee structure for clients who prefer a hands-off approach to investment management. For clients who require more customized services, the fee structure can be fixed or hourly-based, where clients pay a set fee for specific financial planning services or hourly rates for consultations. With these personalized fee structures, clients are guaranteed to get quality services that cater to their unique financial goals.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Key Group Management, Inc. is $250,000 for their Comprehensive Portfolio Management services. As stated in their Part 2 Brochure, this minimum requirement is not negotiable and is necessary throughout the course of the client's relationship with the firm. However, if a client is only seeking a written financial plan, they would be assessed a minimum fee of $1,500.

How This Office Can Help Ramsey, NJ Residents

Key Group Management Inc. is a financial services firm that provides personalized solutions for clients in Ramsey, NJ. They understand the unique challenges and opportunities that arise from living in this area and are equipped to offer targeted guidance to help clients achieve their financial goals. Key Group Management Inc. can assist clients in Ramsey, NJ with a range of financial situations. For example, many residents in the area may be facing the challenge of saving for retirement or college tuition for their children. The firm can help clients develop investment strategies that are tailored to their individual needs and risk tolerance so that they can maximize their returns while minimizing their exposure to market volatility. Additionally, many residents may be worried about managing debt or saving for a down payment on a home. Key Group Management Inc. can provide advice on budgeting, debt consolidation, and other strategies to help clients achieve their financial objectives.

To view the Minimum Investment and Fee Schedule for Key Group Management, Inc., visit their Part 2 Brochure.

Services Offered by Key Group Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Key Group Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 545 Island Rd, Ramsey, NJ 07446, USA
Phone (201) 236-9696
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 8765 EAST BELL ROAD, SUITE 207, SCOTTSDALE, AZ 85260, United States

This firm has no other locations.

State Registrations

Key Group Management, Inc. is registered to service clients in the following states:

  • Arizona
  • California
  • Connecticut
  • Florida
  • Massachusetts
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • Texas

Disciplinary History

Key Group Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.