Key Investment Services (KIS) provides access to investment advisory products through its wrap programs. These programs include model strategies, separately managed accounts, and unified managed accounts. KIS helps clients determine their investment objectives and recommends suitable wrap programs based on their needs and risk tolerance. KIS uses third-party managers like BNY Mellon to manage investments and offers various models based on risk tolerance. KIS financial professionals consult with clients to complete an investment profile questionnaire to determine the client's risk profile.
Assets Under Management$6.1B
Clients27,533
Advisors629
Avg. per Client$220K
Avg. per Advisor$9.7M
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
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Estimated Annual Fee
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Location
629 Advisors at this firm
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