Advisor at key Investment Services LLC
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Firm
key Investment Services LLC
Location
Shelton, WA 98584
Credentials
Series 63, Series 66
Industry experience
15 years
Gina Drew is a financial advisor with key Investment Services LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with key Investment Services since 2010. Outside of her advisory role, she is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and is affiliated with KeyBank/KeyCorp, which develops the investment models used in its programs.
Based on key Investment Services LLC
Based on key Investment Services LLC
$0 - $1,000,000: 1.40% $1,000,001+: 1.00% $0 - $500,000: 0.20% to 0.16% depending on program and total assets under management with BNYMA $500,001 - $1,000,000: 0.17% to 0.13% depending on program and total assets under management with BNYMA $1,000,001+: 0.10% to 0.14% depending on program and total assets under management with BNYMA
Minimum fee: Ranges from $0.00 to $150.00 depending on program and assets under management
410 W Railroad Avenue
Shelton, WA 98584
Washington
key Investment Services LLC
2010 - Present (16 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
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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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