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Mehnmah Reeves

17 Years of Experience
Brooklyn, OH
Broker

Mehnmah Reeves is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 17 years of industry experience. Mehnmah 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
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4900 Tiedeman Road, Brooklyn, OH, 44144

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mehnmah is the Director of Worship & music ministry at Calvary Church in Wyncote, dedicating about a quarter of their time to this role. This activity is not investment-related.

Employment History
Current Registrations
Key Investment Services LLC
March 2017 - Present · 9 yrs 2 mos
Key Investment Services LLC
March 2017 - Present · 9 yrs 2 mos
Key Investment Services LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2016 - March 2017 · 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - March 2017 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - January 2016 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - January 2016 · 7 yrs 6 mos
State Registrations14 states
AKCOCTFLIDMAMEMINYORPAUTVTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Mehnmah Reeves - Financial Advisor | TrueAdvisor