Krista Galanin
Krista Galanin is a registered investment advisor at Key Investment Services LLC, based in Lakewood, WA, with 18 years of industry experience. Krista 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
10439 Gravelly Lake Dr. SW, Lakewood, WA, 98499
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2018Customer Dispute
December 2016Other Business Activities
Krista is a business partner with her husband in SNW Construction LLC. She currently dedicates no time to this activity during trading hours.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
State Registrations22 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.