RP
RP
Renato Powell
36 Years of Experience
Gresham, OR
2 DisclosuresBroker
Renato Powell is a registered investment advisor at Key Investment Services LLC, based in Gresham, OR, with 36 years of industry experience. Renato 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
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
390 W Burnside St., Gresham, OR, 97030
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2013Denied
Employment Separation After Allegations
February 1997Employment History
Current Registrations
Key Investment Services LLC
January 2006 - Present · 20 yrs 6 mos
Key Investment Services LLCBroker
January 2006 - Present · 20 yrs 6 mos
Previous Registrations
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
August 1998 - May 1999 · 9 mos
Linsco/private Ledger CORP.Broker
March 1997 - August 1998 · 1 yr 5 mos
Wells Fargo Securities INC.Broker
August 1996 - February 1997 · 6 mos
First Interstate Investments,inc.Broker
August 1995 - August 1996 · 1 yr
Essex National Securities, INC.Broker
February 1992 - November 1995 · 3 yrs 9 mos
American Express Financial Advisors INC.Broker
October 1987 - October 1989 · 2 yrs
State Registrations15 states
AZCAGAIDMIMOMTNHNVORPATXUTWAWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.