John Kelly
John Kelly is a CFP-designated registered investment advisor at Riverpath Investments LLC, based in Bend, OR, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 232 clients with $360M 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 - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Bend, OR
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2007Customer Dispute
October 2005Employment Separation After Allegations
April 1984Customer Dispute
November 1983Other Business ActivitiesSells Insurance
John is an insurance agent since 2013, dedicating minimal time to this activity. He also serves as Vice President and Program Chair (Trustee) for Statewide Educational Outreach, focusing on retirement education, and spends a few hours per week on this role. Additionally, John works as a solicitor for RiverPath Investments LLC, spending about 40% of his time on this.
Employment History
Current Registrations
Riverpath Investments LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
The Advisors Group, INC.Broker
State Registrations1 state
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.