Craig Crump
Craig Crump is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 34 years of industry experience. Craig 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 (1)
Customer Dispute
February 2003Other Business Activities
Craig is a Trustee and Director for the BPOE 550 Elks Lodge, a fraternal organization, overseeing its financial health and maintaining its building and grounds. This activity takes a few hours per week.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Mcdonald Investments INC.Broker
Quick & Reilly, INC.Broker
Fleet Enterprises, INC.Broker
Fis Securities, INC.Broker
Lehman Brothers INC.Broker
State Registrations29 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.