Theodore Feitt
Theodore Feitt is a registered investment advisor at Key Investment Services LLC, based in Bethel Park, PA, with 25 years of industry experience. Theodore 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
4996 Library Road, Bethel Park, PA, 15102
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
Theodore is a board member for Disciples Church Ext Fund, which funds charitable and non-profit projects. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Previous Registrations
The Huntington Investment CompanyBroker
Huntington Financial Advisors
Infinex Investments, INC.Broker
Infinex Investments, INC.
Essex National Securities, LLCBroker
Essex National Securities, LLC
LPL Financial LLC
LPL Financial LLCBroker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
H.D. Vest Investment ServicesBroker
Transamerica Capital, INC.Broker
Pacific Select Distributors, INC.Broker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Usallianz Investor Services, LLCBroker
Sunamerica Capital Services, INC.Broker
State Registrations7 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.