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Elizabeth Davis
1 Year of Experience
Carmel, IN
1 DisclosureBroker
Elizabeth Davis is a registered investment advisor at Key Investment Services LLC, based in Carmel, IN, with 1 years of industry experience. Elizabeth 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
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
501 E Carmel Drive, Carmel, IN, 46032
Get directionsHistory
Regulatory History (1)
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Criminal
May 1996Final Disposition
Employment History
Current Registrations
Key Investment Services LLC
August 2025 - Present · 9 mos
Key Investment Services LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
LPL Enterprise, LLC
November 2024 - August 2025 · 9 mos
LPL Enterprise, LLCBroker
November 2024 - August 2025 · 9 mos
Prudential Financial Planning Services
September 2024 - November 2024 · 2 mos
Pruco Securities, LLC.Broker
August 2024 - November 2024 · 3 mos
State Registrations7 states
CAFLINMENCTXWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.