Daniel Mullett
Daniel Mullett is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 15 years of industry experience. Daniel 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 (1)
Customer Dispute
March 2024Other Business Activities
Daniel has partial ownership in The Mullett Company, a construction company, for estate planning purposes, but has no management authority and spends no time on it. He is also a limited partner in APSCO Properties LTD, receiving $30k/year and working zero hours.
Employment History
Current Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations17 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.