Reid Kellam
Reid Kellam is a registered investment advisor at Kellam Insurance and Financial Services LLC, based in Midway, UT, with 23 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For Assets Under Management with Morningstar Managed Portfolios, the management fee is a range of 1.40% to 1.70%, depending on portfolio strategy.
Fee Estimator
Location
Midway, UT
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2012Other Business ActivitiesSells Insurance
Reid is an independent insurance agent licensed to sell various insurance products, including life, disability, health, and long-term care. He spends approximately 40% of his time in this role.
Employment History
Current Registrations
Kellam Insurance and Financial Services LLC
Previous Registrations
Eagle Strategies LLC
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.