AB
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Andrew Elliot Burns

19 Years of Experience
1 DisclosureBroker
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

172 Maine Street, Brunswick, ME, 04011

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History

Regulatory History (1)
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Customer Dispute
August 2016
Withdrawn
Other Business Activities

Andrew owns and manages multiple rental properties, including an apartment building and a 3-unit residential building. He also provides a loan to Sand Stays, LLC, a property management and short-term rental company, dedicating minimal time to these activities.

Employment History
Current Registrations
Key Investment Services LLC
March 2012 - Present · 13 yrs 11 mos
Key Investment Services LLCBroker
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2006 - March 2012 · 5 yrs 7 mos
Ameriprise Financial Services, INC.Broker
July 2006 - March 2012 · 5 yrs 8 mos
State Registrations19 states
CACTFLILMAMEMIMTNCNHNYOHPASCTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Elliot Burns - Financial Advisor | TrueAdvisor