MH
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Maryangela Hicks

28 Years of Experience
Brooklyn, OH
1 DisclosureBroker

Maryangela Hicks is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 28 years of industry experience. Maryangela 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 ValueAnnual Fee
Up to $1.0M1.40%
$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

4900 Tiedeman Road, Brooklyn, OH, 44144

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History

Regulatory History (1)
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Customer Dispute
June 2016
Settled
Other Business Activities

Maryangela serves as a Director/Board Member for the Highline Medical Center Foundation, raising funds for the medical center. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Key Investment Services LLC
July 2022 - Present · 3 yrs 10 mos
Key Investment Services LLCBroker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Mcdonald Investments INC.Broker
November 2004 - January 2006 · 1 yr 2 mos
U.S. Bancorp InvestmentsBroker
September 1997 - October 1997 · 1 mo
U.S. Bancorp SecuritiesBroker
August 1996 - September 1997 · 1 yr 1 mo
Marketing One Securities, INC.Broker
June 1993 - September 1994 · 1 yr 3 mos
Murphey Favre, INC.Broker
April 1993 - June 1993 · 2 mos
Gna Securities, INC.Broker
February 1991 - April 1993 · 2 yrs 2 mos
Pacific First Securities, LTD.Broker
January 1989 - February 1991 · 2 yrs 1 mo
State Registrations1 state
WA
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.