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Ajet Metaliaj is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 20 years of industry experience. Ajet 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
Regulatory History (8)
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Financial
March 2019Final
Financial
November 2018Final
Financial
November 2018Final
Financial
September 2018Final
Financial
August 2018Final
Financial
July 2018Final
Financial
November 2017Final
Financial
May 2017Final
Employment History
Current Registrations
Key Investment Services LLCBroker
March 2024 - Present · 2 yrs 1 mo
Key Investment Services LLC
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2019 - April 2024 · 5 yrs
Citigroup Global Markets INC.Broker
February 2019 - April 2024 · 5 yrs 2 mos
Key Investment Services LLCBroker
March 2011 - December 2017 · 6 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2009 - February 2011 · 2 yrs 1 mo
Countrywide Investment Services, INC.Broker
May 2007 - September 2008 · 1 yr 4 mos
Pruco Securities, LLC.Broker
April 2004 - May 2007 · 3 yrs 1 mo
State Registrations5 states
FLMNNYPASC
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.