Megan Richter is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 21 years of industry experience. Megan 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
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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 →Other Business Activities
Megan is the co-owner/landlord of Richter Rentals, LLC, a rental property business, and spends minimal time on it. She is also a board member for United Way of Northwest Indiana, dedicating minimal time, and the President/Owner of Sunshine Daydream Travel, LLC, spending a few hours per week. Finally, Megan is a Limited-term Lecturer at Purdue University Northwest, spending a few hours per week.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Uvest Financial Services Group, INC.Broker
Vision Investment Services, INC.Broker
State Registrations9 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.