Maria Keith is a registered investment advisor at Public Advisors LLC, based in Mill Creek, WA, with 21 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,429 clients with $8.8M 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 $25K | 0.29% |
| $25K - $100K | 0.24% |
| $100K - $1.0M | 0.19% |
| $1.0M - $5.0M | 0.14% |
| $5M+ | 0.09% |
Schedule applies to Treasury Accounts. DI Accounts have a 0.19% annual fee. GA Accounts have a 0.49% annual fee. Fees are subject to change and may be negotiated or waived at Public Advisors' discretion.
Fee Estimator
Location
Mill Creek, WA
Get directionsHistory
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
Maria holds an administrative position at DLK Systems Engineering, dedicating minimal time. She also serves as a FINRA arbitrator and works as a Compliance Manager for Public Holdings, Inc., spending about 10-20% of her time on the latter.
Employment History
Current Registrations
Public Advisors LLC
Open to the Public Investing, INC.
Open to the Public Investing, INC.Broker
Previous Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Wunderlich Securities, INC.Broker
Capital Securities of America, INC.Broker
Invest Financial CorporationBroker
Firstmerit Securities, INC.Broker
State Registrations2 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.