Advisor at key Investment Services LLC
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Firm
key Investment Services LLC
Location
Burlington, WA 98233
Credentials
Series 66
Industry experience
6 years
Edward Sanchez is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Thrivent Investment Management Inc, and Colonial Life Insurance. Outside of his advisory role, he serves as Vice President of Stilly Valley Little League, stepping in as president when needed. 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 operates primarily through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability, while leveraging its affiliation with KeyBank/KeyCorp for model development and operational support.
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.
711 Haggen Drive
Burlington, WA 98233
Washington
Key Investment Services, LLC
2023 - Present (3 years)
Thrivent Financial
2020 - 2023 (3 years)
Thrivent Investment Management Inc
2019 - 2023 (4 years)
Colonial Life Ins
2015 - 2020 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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