Anna Michaelson is a registered investment advisor at Key Investment Services LLC, based in Columbus, OH, with 25 years of industry experience. Anna 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
175 S 3rd Street, Suite 1200, Columbus, OH, 43215
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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 →Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
The Leaders Group, INC.Broker
Lincoln Financial Distributors, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
Jpmorgan Distribution Services, INC.Broker
The Huntington Investment CompanyBroker
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Banc One Securities CorporationBroker
One Group Dealer Services, INC.Broker
One Group Services Company (the)Broker
Banc One Securities CorporationBroker
State Registrations1 state
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