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Tanya Range
20 Years of Experience
Redmond, WA
6 DisclosuresBroker
Tanya Range is a registered investment advisor at Key Investment Services LLC, based in Redmond, WA, with 20 years of industry experience. Tanya 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
16401 Redmond Way, Redmond, WA, 98052
Get directionsHistory
Regulatory History (6)
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.
Customer Dispute
October 2016Closed-No Action
Customer Dispute
August 2016Settled
Customer Dispute
March 2016Withdrawn
Customer Dispute
April 2015Denied
Customer Dispute
April 2015Denied
Customer Dispute
May 2013Denied
Employment History
Current Registrations
Key Investment Services LLC
October 2009 - Present · 16 yrs 7 mos
Key Investment Services LLCBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Wamu Investments, INC.Broker
February 2006 - February 2009 · 3 yrs
State Registrations9 states
AZCAIDMINEORSCTXWA
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.