Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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.
Areas of Practice
Advisor Information
Office location
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsRegulatory History (1)
Customer Dispute
July 2011Other Business Activities
Adam coaches for the Olentangy Youth Wrestling Organization, dedicating about 10-20% of his time. He earns $200 per month for this activity, which does not occur during trading hours.