CM
CFP
CM
CFP
Christian Moore
10 Years of Experience
Columbus, OH
1 DisclosureBroker
Christian Moore is a CFP-designated registered investment advisor at Key Investment Services LLC, based in Columbus, OH, with 10 years of industry experience. Christian 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
3120 Tremont Rd, Columbus, OH, 43221
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2025Closed-No Action
Employment History
Current Registrations
Key Investment Services LLCBroker
April 2023 - Present · 3 yrs 1 mo
Key Investment Services LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Janney Montgomery Scott LLC
May 2022 - March 2023 · 10 mos
Janney Montgomery Scott LLCBroker
May 2022 - March 2023 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2020 - April 2022 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2020 - April 2022 · 1 yr 11 mos
Key Investment Services LLC
August 2019 - April 2020 · 8 mos
Key Investment Services LLCBroker
May 2016 - April 2020 · 3 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
November 2015 - March 2016 · 4 mos
State Registrations13 states
CAFLGAILINLAMDMIOHPASCTXVA
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.