AP
AP

Amanda Prows

21 Years of Experience
Portland, OR
1 DisclosureBroker

Amanda Prows is a registered investment advisor at Key Investment Services LLC, based in Portland, OR, with 21 years of industry experience. Amanda 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
Fee-Only (% of Portfolio)
Firm Size
635 advisors
Number of Clients
34,920 clients
Average Client Portfolio
$254K average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3515 SW Troy, Portland, OR, 97219

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History

Regulatory History (1)
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
February 2010
Settled
Other Business Activities

Amanda works as a volleyball coach for Athena Volleyball Academy and Portland Public Schools. These activities are not investment-related and take about 10-20% of Amanda's time.

Employment History
Current Registrations
Key Investment Services LLC
November 2009 - Present · 16 yrs 11 mos
Key Investment Services LLCBroker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Chase Investment Services CORP.
May 2009 - September 2009 · 4 mos
Chase Investment Services CORP.Broker
May 2009 - September 2009 · 4 mos
Wamu Investments, INC.
October 2008 - May 2009 · 7 mos
Wamu Investments, INC.Broker
September 2005 - May 2009 · 3 yrs 8 mos
Waddell & Reed, INC.Broker
March 2005 - September 2005 · 6 mos
State Registrations14 states
AKAZCAFLGAIAKYNHNVORTXVAWAWI
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.
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