Ilan Fersht is a registered investment advisor at Kelsey Financial, LLC, based in Oak Park, CA, with 42 years of industry experience. Ilan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 263 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kelsey Financial's investment management fees are a percentage of the value of your investments. The maximum fee is 1.50%, and the rate may decrease as your account grows. The firm also manages variable annuity sub-accounts and held-away assets, with similar fee structures. The examples provided show how the annual fee decreases as the amount you invest increases.
Location
Oak Park, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ilan is a passive investor in Bunia Enterprisez, Inc., which focuses on real estate loans. He also manages financial matters as a manager for Kaliker Enterprises, LLC and as the sole owner of Lucern Valley Enterprises, LLC, both involved in real estate.
Employment History
Current Registrations
Kelsey Financial, LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Investacorp, INC.Broker
Municicorp of CaliforniaBroker
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.