Key Investment Services LLC acts as a sponsor of wrap fee programs, offering clients access to various investment advisory products administered by third-party service providers, including BNY Mellon Advisors and model strategists, as well as affiliated offerings through KeyBank. Clients can choose from a wide array of programs such as model strategies, separately managed accounts, and unified managed accounts. Key Investment Services assists clients in completing risk profile questionnaires and selecting suitable investment options, with trade execution and custodial services provided by Pershing LLC. Financial professionals provide non-discretionary recommendations, while third-party managers or BNY Mellon exercise discretionary management within selected models. The firm serves individuals, trusts, estates, and small businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
The schedule represents the maximum annual advisory fee charged by Key Investment Services. Investment manager or strategist fees are additional. The advisory fee portion is negotiable.