Deborah Brown
Deborah Brown is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 27 years of industry experience. Deborah 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
Regulatory History (2)
Financial
July 2018Financial
January 2018Other Business Activities
Deborah works as a driver for Door Dash, a food delivery service, since June 2021. This takes about 10-20% of her time during non-trading hours and is not investment-related.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Sii Investments, INC.Broker
Country Capital Management CompanyBroker
LPL Financial LLCBroker
LPL Financial LLCBroker
Sagepoint Financial, INC.Broker
The Concord Equity Group, LLCBroker
Sunamerica Securities, INC.Broker
Oppenheimer & CO., INC.Broker
Prudential Securities IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations3 states
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.