Assets Under Management
$6.1B
Number of Clients
27,533
Number of Advisors
559
Average Client AUM
$222K
AUM per Advisor
$10.9M
Compensation
Fee-Only (AUM)
Key Investment Services LLC (KIS) sponsors or offers wrap fee programs providing access to investment advisory products. KIS uses an Investment Advisory Sub-Committee for due diligence. Clients are charged monthly in advance. The wrap fee covers KIS services, money manager fees, and clearing broker services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS’s program fees are negotiable in KIS’s sole and absolute discretion, with fees never exceeding with the Program Fee schedule detailed above. This does not include the Investment Manager or Model Strategist fee.
4900 Tiedeman Road, Oh-01-49-0215, Brooklyn, OH, 44144