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Credentials
Series 63, Series 66
Experience Industry experience
9 years
Location
Carthag, NY
Key Investment Services LLC
Enterprise
Haddie Sauer is a financial advisor with Key Investment Services LLC in Carthage, NY, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She is also the owner and photographer of Haddie Helene Photography, a personal business unrelated to investment services. Key Investment Services LLC is an SEC-registered adviser and wrap-fee program sponsor offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform combining discretionary implementation and strategist portfolios, with a significant portion of assets managed on a non-discretionary basis.
Based on Key Investment Services LLC
Based on Key Investment Services LLC
Based on Key Investment Services LLC
$0 - $1,000,000: 1.40% annually $1,000,001+: 1.00% annually
Account minimum: $10,000 for most Core Programs (varies by program); $50,000 minimum for SMA Programs; $20,000 minimum for Choice Program (varies by manager $10k-$100k); $250,000 minimum for Advantage Program (varies by manager $10k-$100k); specific minimums per program ranging from $10,000 to $25,000 as detailed in Item 5 Fee-only: Advisor Fee portion of Client Fee is negotiable but will not exceed maximum annual rates above. Manager Fee and Platform Fee are additional and non-negotiable.
Carthag, NY
Carthag NY
Advisors at this office
1
New York
9 years of industry experience
Key Investment Services
2025 - Present • 1 year
Brooklyn, OH
Key Investments Services
2022 - 2025 • 3 years
Brooklyn, OH
Key Investment Services LLC
2015 - 2022 • 7 years
Camillus, NY
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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