Kelley King is a registered investment advisor at Arseneau Financial, based in Summit, NJ, with 41 years of industry experience. Kelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 49 clients with $42M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Location
475 Springfield Ave, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelley is a Registered Representative with The Leaders Group, Inc, an Investment Advisor Representative with TLG Advisors, Inc, and an Independent Insurance Agent with King Financial Solutions, LLC. Kelley also manages relationships for 8 long-term fee-based clients through Arseneau Financial, spending minimal time on this activity.
Employment History
Current Registrations
Arseneau Financial
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
W3 Wealth Advisors, LLC
Valmark Advisers, INC.
Plante Moran Financial Advisors
Plante Moran Insurance AgencyBroker
The Wealth Advantage Group, INC.
Valmark Securities, INC.Broker
Royal Alliance Associates, INC.Broker
New England SecuritiesBroker
Mutual Benefit Financial Service CompanyBroker
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.