Samuel Niesslein
Samuel Niesslein is a registered investment advisor at Key Investment Services LLC, based in King City, OR, with 21 years of industry experience. Samuel 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
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% |
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
Location
15805 SW 116TH Avenue, King City, OR, 97224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Samuel is a member of the Rotary Club of Philomath, dedicating a few hours per week to attending meetings and assisting with club projects. He has no financial ties or signing authority within the organization.
Employment History
Current Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
First Investors CorporationBroker
State Registrations9 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.