Sean Langan
Sean Langan is a registered investment advisor at Key Investment Services LLC, based in Portland, ME, with 22 years of industry experience. Sean 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
400 Forest Avenue, Portland, ME, 04101
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Other Business Activities
Sean is a 50% stakeholder in Spellbound Biscotti LLC, a cookie manufacturing company, since 2010. He devotes no time to this business.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Citigroup Global Markets 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.