Melissa Budak is a registered investment advisor at Key Investment Services LLC, based in Angola, IN, with 17 years of industry experience. Melissa 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
1901 N. Wayne St., Angola, IN, 46703
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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
Melissa is a member with 50% ownership in Bambia Properties LLC, a real estate holding company, but receives no monetary income and spends minimal time on it. She also volunteers with Junior Achievement, teaching one class for five weeks, dedicating a few hours per week.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations6 states
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