Rebekah Marshall
Rebekah Marshall is a registered investment advisor at Key Investment Services LLC, based in Colville, WA, with 13 years of industry experience. Rebekah 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
211 South Main St., Colville, WA, 99114
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
Rebekah is the Committee Chair for a major fundraiser at Victim Services-Rural Resources Community Action, providing support to victims of various crimes. This activity takes minimal time and is not securities related.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations7 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.