Joseph Badolato
Joseph Badolato is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 21 years of industry experience. Joseph 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
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
October 2017Other Business Activities
Joseph is a joint owner of Five Pines Camp, a short-term family vacation rental property, with his wife since 2013. He spends a few hours per week on maintenance, repairs, and upkeep of the property.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
AXA Advisors, LLCBroker
State Registrations34 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.