Andrew Burns
Andrew Burns is a registered investment advisor at Key Investment Services LLC, based in Brunswick, ME, with 19 years of industry experience. Andrew 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
172 Maine Street, Brunswick, ME, 04011
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
Andrew owns and manages multiple rental properties, including an apartment building and a 3-unit residential building. He also provides a loan to Sand Stays, LLC, a property management and short-term rental company, dedicating minimal time to these activities.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations19 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.