Kelly Joneson
Kelly Joneson is a CFP, ChFC-designated registered investment advisor at Optimum Wealth Management, LLC, based in Pierre, SD, with 37 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $18M 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 $50K | 1.70% |
| $50K - $100K | 1.65% |
| $100K - $500K | 1.45% |
| $500K - $1.0M | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Total combined annual advisory fees will not exceed 1.70% of assets under management. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Lower fees for comparable services may be available from other advisors that do not utilize the services of sub-advisors.
Fee Estimator
Location
Pierre, SD
Get directionsHistory
Regulatory History (1)
Regulatory
March 1990Other Business ActivitiesSells Insurance
Kelly is the owner and agent of Optimum Insurance Solutions, where she sells insurance. She also works as a fishing guide with Kelly Joneson Guide Service, spending about 15 hours per week on this activity.
Employment History
Current Registrations
Optimum Wealth Management, LLC
Previous Registrations
Gradient Advisors, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Vestax Securities CorporationBroker
Pruco Securities CorporationBroker
Ameritas Investment CORP.Broker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations3 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.