Advisor at key Investment Services LLC
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Firm
key Investment Services LLC
Location
Lewiston, NY 14092
Credentials
Series 63, Series 65
Industry experience
43 years
David Karwick is a financial advisor at key Investment Services LLC with 42 years of industry experience. He has been with key Investment Services since 2005 and holds Series 63 and Series 65 licenses. He serves on the Finance Committee at St. Peter's Roman Catholic Church, where he reviews the church’s financial condition and budgets. key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs with third-party managers implementing trades, supported by internal committees overseeing product due diligence and program suitability.
Based on key Investment Services LLC
Based on key Investment Services LLC
$0 - $1,000,000: 1.40% annually (Maximum Annual KIS Advisory Fee) $1,000,001+: 1.00% annually (Maximum Annual KIS Advisory Fee)
Account minimum: $10,000 Minimum fee: $130 per year ($10.83 per month) minimum fee applied if calculated fees are less Fee-only: Program Fee consists of KIS Advisory Fee plus Investment Manager/Strategist Fee; KIS Advisory Fee negotiable up to max rates; Investment Manager/Strategist Fee is additional and not negotiable.
493 Center St.
Lewiston, NY 14092
New York
key Investment Services LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Lewiston, NY
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Series 63, Series 66
Niagara Falls, NY
Fealty Group LLC
Series 66
Sanborn, NY
Harvest Capital Assets, LLC
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