Richard Evans is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 28 years of industry experience. Richard 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard works as a bartender at two restaurants, Corner Provisions/Eden Wine Bar and Farmer's Rail. These activities are not investment-related and take about 10-20% of his time overall.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Vanguard Marketing CorporationBroker
Mathews, Holmquist & Associates, INC.Broker
Euro-Atlantic Securities INC.Broker
State Registrations16 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.