Jonathan Theberge
Jonathan Theberge is a registered investment advisor at Key Investment Services LLC, based in Brunswick, ME, with 2 years of industry experience. Jonathan 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
Brunswick, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is the owner/president of 40 Union Street, LLC, a real estate holding company, and Marc Theberge Builder & Sons LLC, a general construction and remodeling company. He also owns properties at 4 1/2 Dunning Street and 31 Spring Street, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations1 state
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