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Key Investment Services LLC

20 Years of Experience

8 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Key Investment Services LLC

Compensation

Fee-Only (AUM)

Firm Size

559 advisors

Number of Clients

27,533 clients

Average Client Portfolio

$222K average

Assets Under Management

$6.1B

Fee Structure

Minimum Investment:$10K

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 in KIS’s sole and absolute discretion, with fees never exceeding with the Program Fee schedule detailed above. 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

—

Minimum Annual Fee:$130

Location

4900 Tiedeman Road, Brooklyn, OH, 44144

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History

Regulatory History (8)

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