Renato Powell
Renato Powell is a registered investment advisor at Key Investment Services LLC, based in Gresham, OR, with 36 years of industry experience. Renato is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 34,920 clients with $8.9B 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% |
The schedule represents the maximum annual advisory fee charged by Key Investment Services. Investment manager or strategist fees are additional. The advisory fee portion is negotiable.
Fee Estimator
Location
390 W Burnside St., Gresham, OR, 97030
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2013Employment Separation After Allegations
February 1997Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Linsco/private Ledger CORP.Broker
Wells Fargo Securities INC.Broker
First Interstate Investments,inc.Broker
Essex National Securities, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations15 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.
Exams
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