Wesley Minton
Wesley Minton is a registered investment advisor at Key Investment Services LLC, based in Medford, OR, with 2 years of industry experience. Wesley 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
2598 E Barnett Rd, Medford, OR, 97504
Get directionsHistory
Regulatory History (1)
Financial
April 2017Other Business ActivitiesSells Insurance
Wesley works as an agent team member for Russell Brown's Insurance Agency, representing State Farm. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations2 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.