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Credentials
Series 63, Series 65
Experience Industry experience
18 years
Location
Lowville, NY 13367
Key Investment Services LLc
Enterprise
Melissa O'Brien is a financial advisor with Key Investment Services LLC in Lowville, NY, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Key Investment Services LLC since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts, combining client-directed model selection with ongoing monitoring and due diligence of third-party advisory products.
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.
Lowville, NY
7647 State St.
Lowville NY 13367
Advisors at this office
1
New York
18 years of industry experience
Key Investment Services LLC
2012 - Present • 14 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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