| 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.
4900 Tiedeman Road, Brooklyn, OH, 44144
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Aaron works as a musician for events like weddings since 2012. This activity, which is not investment-related, takes a few hours per week during non-trading hours.