Daniel Zamoshnikov
Daniel Zamoshnikov is a registered investment advisor at Key Investment Services LLC, based in Vancouver, WA, with 9 years of industry experience. Daniel 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
714 Main St., Vancouver, WA, 98660
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business Activities
Daniel owns and operates Daniel Zamoshnikov Photography, dedicating minimal time to it. He also co-owns and rents out his previous primary residence, with a property manager handling the operations.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations18 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.