Eric Woodfill
Eric Woodfill is a registered investment advisor at Key Investment Services LLC, based in Toledo, OH, with 22 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 34,920 clients with $8.9B 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% |
The schedule represents the maximum annual advisory fee charged by Key Investment Services. Investment manager or strategist fees are additional. The advisory fee portion is negotiable.
Fee Estimator
Location
7350 West Central Ave., Toledo, OH, 43617
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2017Customer Dispute
August 2017Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Key Investment Services LLC
Essex National Securities, LLCBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Key Investment Services LLCBroker
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Thrivent Investment Management INC.Broker
MML Investors Services, INC.Broker
State Registrations14 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.
Exams
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