Advisor at key Investment Services LLC
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Location
Carthag, NY
Credentials
Series 63, Series 66
Industry experience
9 years
Haddie Sauer is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Key Investment Services and its affiliated entities since 2015. Outside of her advisory role, Sauer owns and operates Haddie Helene Photography. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily delivers non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.
Based on key Investment Services LLC
Based on key Investment Services LLC
$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)
Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.
Carthag, NY
New York
Key Investment Services
2025 - Present (1 year)
Key Investments Services
2022 - 2025 (3 years)
Key Investment Services LLC
2015 - 2022 (7 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Lawyer
They provide legal services, typically billed separately.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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