David Karwick is a registered investment advisor at Key Investment Services LLC, based in Lewiston, NY, with 43 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Location
493 Center St., Lewiston, NY, 14092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Independent Financial Securities, INC.Broker
Key Brokerage Company, INC.Broker
B C Financial CorporationBroker
Blinder, Robinson & CO., INC.Broker
First Jersey Securities, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.