Kelly Kane is a CFP, ChFC-designated registered investment advisor at Broadwing Capital Advisors, INC., based in Larkspur, CA, with 26 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 63 clients with $150M 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 | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Broadwing Capital Advisors offers the option of a negotiated flat fee for asset management in lieu of the tiered percentage schedule.
Fee Estimator
Location
101 Larkspur Landing Circle, Suite 221, Larkspur, CA, 94939
Get directionsHistory
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 Activities
Kelly is a member of the advisory board and a limited partner in La Ballena Mexico Partners, LLC, a real estate investment firm, since 2006. She dedicates minimal time to offering business-related advice to general partners.
Employment History
Current Registrations
Broadwing Capital Advisors, INC.
Previous Registrations
Foothill Securities, INC.
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.
Exams
More Advisors
- Jennifer Smith, CFPApella Wealth
- River Galland, CFPBeacon Pointe Advisors, LLC
- Brett Meyer, CFATowle & CO
- Flavia Kirz, CFPApella Wealth
- Colin Drake, CFPWealthspire Advisors
- Kimberly Wohler, CFPApella Wealth