JK
JK

John Krehbiel

32 Years of Experience
Spokane, WA
1 Disclosure

John Krehbiel is a registered investment advisor at Palouse Capital Management, INC., based in Spokane, WA, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 767 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
767 clients
Average Client Portfolio
$426K average
Assets Under Management
$326.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Palouse Capital Management charges an annual fee of up to 1.2% of your portfolio, billed quarterly. The exact fee is set forth in the client's agreement. Fees are negotiable and may be lower depending on the size of the account. This fee does not include transaction costs or brokerage charges.

Loading...

Location

1212 N Washington Street, Suite 300, Spokane, WA, 99201

Get directions

History

Regulatory History (1)
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.
Regulatory
April 1974
Final
Employment History
Current Registrations
Palouse Capital Management, INC.
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Interfund Management Services, INC.
October 1993 - December 2024 · 31 yrs 2 mos
Interfund Management Services, INC.
October 1993 - December 2002 · 9 yrs 2 mos
State Registrations2 states
TXWA
Advisor

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.