BB
BB
Bryan Baker
25 Years of Experience
Olympia, WA
1 DisclosureBroker
Bryan Baker is a registered investment advisor at Key Investment Services LLC, based in Olympia, WA, with 25 years of industry experience. Bryan 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
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Location
3611 Martin Way E., Olympia, WA, 98506
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2023Denied
Employment History
Current Registrations
Key Investment Services LLC
April 2020 - Present · 6 yrs 1 mo
Key Investment Services LLCBroker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Mcdonald Investments INC.Broker
September 2003 - January 2006 · 2 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
February 2002 - October 2003 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
September 2000 - August 2001 · 11 mos
State Registrations23 states
AKAZCACOFLGAIDMIMNMOMTNCNHNJNVNYORPATNTXUTWAWI
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.