RM
RM
Robert Miller
40 Years of Experience
Brooklyn, OH
1 DisclosureBroker
Robert Miller is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. 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
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Location
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2000Denied
Employment History
Current Registrations
Key Investment Services LLC
June 2023 - Present · 2 yrs 10 mos
Key Investment Services LLCBroker
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
October 2015 - March 2023 · 7 yrs 5 mos
UBS Financial Services INC.Broker
October 2015 - March 2023 · 7 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - October 2015 · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2013 - October 2015 · 2 yrs 8 mos
Morgan Keegan & Company, INC.
June 2011 - February 2013 · 1 yr 8 mos
Morgan Keegan & Company, INC.Broker
June 2011 - February 2013 · 1 yr 8 mos
Meeder Asset Management, INC
October 2010 - April 2011 · 6 mos
Meeder Advisory Services, INC
October 2010 - April 2011 · 6 mos
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September 2010 - April 2011 · 7 mos
Genworth Financial Wealth Management, INC.
August 2008 - May 2010 · 1 yr 9 mos
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July 2008 - May 2010 · 1 yr 10 mos
Icon Advisers, INC.
December 2005 - May 2008 · 2 yrs 5 mos
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Mcdonald Investments INC.
October 2005 - December 2005 · 2 mos
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
December 1996 - May 1999 · 2 yrs 5 mos
Northwestern Mutual Investment Services, INC.Broker
September 1992 - January 1997 · 4 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
September 1992 - January 1997 · 4 yrs 4 mos
Sun Investment Services CompanyBroker
October 1988 - February 1991 · 2 yrs 4 mos
Mony Securities CORP.Broker
January 1986 - September 1988 · 2 yrs 8 mos
Calvert Securities CorporationBroker
February 1985 - January 1986 · 11 mos
First Investors CorporationBroker
October 1982 - February 1985 · 2 yrs 4 mos
State Registrations11 states
ARCACOFLILNYOHTXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.