Marc Gleason
Marc Gleason is a registered investment advisor at Key Investment Services LLC, based in Brooklyn, OH, with 10 years of industry experience. Marc 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 (2)
Criminal
August 2006Criminal
November 2003Other Business ActivitiesSells Insurance
Marc is an agent with Essential Solutions, focusing on Medicare enrollment since 2022. This activity requires about 10-20% of his time.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations2 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.