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Amanda Prows

20 Years of Experience
1 DisclosureBroker

Amanda Prows is a registered investment advisor at Key Investment Services LLC, based in Portland, OR, with 20 years of industry experience. Amanda 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 ValueAnnual Fee
Up to $1.0M1.40%
$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

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 5 mos
Key Investment Services LLCBroker
November 2009 - Present · 16 yrs 5 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 Registrations13 states
AKAZCAFLGAIAKYNHNVORTXVAWA
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.
Amanda Prows - Financial Advisor | TrueAdvisor