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Robert Hope
40 Years of Experience
Albany, NY
1 DisclosureBroker
Robert Hope is a registered investment advisor at Key Investment Services LLC, based in Albany, NY, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
95 Wolf Rd, Albany, NY, 12205
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2016Settled
Employment History
Current Registrations
Key Investment Services LLC
February 2022 - Present · 4 yrs 3 mos
Key Investment Services LLCBroker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Mcdonald Investments INC.
May 1999 - December 2005 · 6 yrs 7 mos
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
March 1993 - May 1999 · 6 yrs 2 mos
Mercer Allied CorporationBroker
March 1991 - November 1992 · 1 yr 8 mos
Painewebber IncorporatedBroker
February 1988 - March 1990 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1984 - February 1988 · 3 yrs 8 mos
Baird, Patrick & CO., INC.Broker
September 1983 - April 1984 · 7 mos
State Registrations22 states
AZCACOCTDEFLGAILMAMDMNNCNHNJNYOHPASCTXVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.