SA
SA
Steven Altergott
5 Years of Experience
Brooklyn, OH
1 DisclosureBroker
Steven Altergott is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 5 years of industry experience. Steven 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4900 Tiedeman Road, Brooklyn, OH, 44144
Get directionsHistory
Regulatory History (1)
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Financial
March 2017Final
Employment History
Current Registrations
Key Investment Services LLC
November 2024 - Present · 1 yr 6 mos
Key Investment Services LLCBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
MML Investors Services, LLCBroker
January 2016 - April 2017 · 1 yr 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 2014 - November 2015 · 1 yr 2 mos
State Registrations2 states
ORWA
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.