Michelle Pipcak
Michelle Pipcak is a registered investment advisor at Key Investment Services LLC, based in Medina, OH, with 11 years of industry experience. Michelle 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
1090 North Court Street, Medina, OH, 44256
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2009Other Business Activities
Michelle works as a night time office cleaner for Janitorial Services Inc., dedicating about 10-20% of her time. This activity does not occur during trading hours.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
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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