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Facts and Insights
MinorKey Management is a financial management company that provides expert advisory services to its clients. Founded in 2005, the company has become a trusted source for financial advice, managing assets and providing top-notch services to help clients reach their financial goals. With a team made up of experienced and knowledgeable advisors, MinorKey Management is equipped to assist clients with a wide range of financial needs.
How does the advisor help clients – Key Takeaways:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered:
MinorKey Management offers a wide range of financial services including investment management, retirement planning, tax planning, and estate planning. The company prides itself on creating customized strategies that are tailored to meet the unique needs of each client.
Client Types:
The team at MinorKey Management works closely with individuals, families, and small business owners to provide personalized financial solutions. They also offer specialized services for high-net-worth individuals and corporate clients.
Fees & Compensation:
MinorKey Management is a fee-based advisory firm, which means they charge a percentage of the assets under management as their compensation. Their fees are competitive and transparent, and they do not receive commission for recommending specific products or services.
Background:
The advisors at MinorKey Management have extensive experience in the financial industry and hold various professional designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This background has equipped them with the knowledge and skills necessary to provide sound financial advice to their clients.
Financial Advisor Disclosures to Know:
MinorKey Management prides itself on transparency and providing clients with all the necessary information to make informed decisions. As such, there are no major financial advisor disclosures to be aware of when working with MinorKey Management.