AB
AB

Andrew Bartholomew

19 Years of Experience
Broker
Areas of Practice
Investment Management
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 ManagementAnnual Fee
Up to $1.0M1.40%
$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
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Location

268 Grant Avenue, Auburn, NY, 13021

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Key Investment Services LLC
March 2021 - Present · 4 yrs 11 mos
Key Investment Services LLCBroker
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Key Investment Services LLC
September 2016 - December 2016 · 3 mos
LPL Financial LLC
April 2014 - September 2016 · 2 yrs 5 mos
LPL Financial LLCBroker
January 2011 - September 2016 · 5 yrs 8 mos
Ameriprise Financial Services, INC.Broker
April 2006 - May 2010 · 4 yrs 1 mo
Ameriprise Financial Services, INC.Broker
February 2006 - April 2006 · 2 mos
State Registrations22 states
AZCAFLILINKYMAMDMEMNNCNHNJNYOHPARISCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.