Tyler Gramsz is a registered investment advisor at Key Investment Services LLC, based in Lakewood, OH, with 11 years of industry experience. Tyler 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
1435 Warren Rd., Lakewood, OH, 44107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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