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Key Investment Services LLC

20 Years of Experience

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Firm Information

Key Investment Services LLC

Compensation

Fee-Only (AUM)

Number of Advisors

559 advisors

Number of Clients

27,533 clients

Average Client Portfolio

$222K average

Assets Under Management

$6.1B

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.40%
$1M+	1.00%

KIS's program fees are negotiable, but will never exceed the stated maximums. This does not include the Investment Manager or Model Strategist fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

KIS charges a wrap fee, billed monthly in advance, that includes both a KIS program fee and an Investment Manager or Model Strategist fee. The KIS program fee covers KIS's services, BNY Mellon Advisors' money manager fee, and Pershing's clearing broker services. The maximum annual fee is 1.40% for the first $1,000,000 and 1.00% for amounts over $1,000,000. KIS's program fees are negotiable, but will never exceed the stated maximums.

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Areas of Practice

Investment Management

Advisor Information

Office location

4900 Tiedeman Road, Brooklyn, OH, 44144

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Regulatory History (8)

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