Our GuaranteeSatisfaction Guaranteed for participating Asset Allocations Portfolios
If at any time within the first six months of our advisory relationship, you are not completely satisfied with our investment advisory services, at your request Key Investment Team or Key Asset Advisors, will refund the advisory fee we received from you for the previous calendar quarter.
The guarantee applies to investment advisory services provided through the following Asset Allocation Portfolio’s: Conservative, Moderate, Balanced, and Growth. These portfolios are comprised of all no load mutual funds through Schwab Mutual Fund OneSource. The advisory fee is a percentage of the assets under our management in your account(s), as noted in our investment advisory agreement with you. You will receive a credit to your account(s) within approximately 30 days of your request. No other fees, commissions, charges, expenses, or market losses will be refunded. Key Investment Team reserves the right to change this guarantee at any time in the future after providing notice.
For additional information regarding our advisory fees, please see Key Investment Team’s Form ADV Part 2A disclosure brochure, provided at the time you enter into an agreement with us or upon your request. This offer is not a guarantee against loss, and other fees and expenses besides our investment advisory fees still apply.
We are committed to providing high quality service and accountability. Not all investment advice is the same. Our advice is objective and not driven by commission. Learn the advantage of working with an independent investment advisor. It’s an important difference!