Norman Harris
Norman Harris is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 14 years of industry experience. Norman 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)
Employment Separation After Allegations
April 2021Other Business Activities
Norman is an author, publishing self-authored fiction novels through Harris Books since 2000. He also produces fiction books through The Wild Rose Press and Kindle Direct Publishing, dedicating minimal time to these activities.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.