Kelly Wright is a CFP-designated registered investment advisor at Verdence Capital Advisors, LLC, based in Hunt Valley, MD, with 14 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,876 clients with $4.6B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees are negotiable. Legacy clients and certain family office clients may be subject to different fee schedules.
Fee Estimator
Location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
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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 serves on the board of directors for the Financial Planning Association of Maryland. This activity involves professional development and business building for financial planning professionals, requiring a few hours per week.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Congress Wealth Management LLC
Pinnacle Advisory Group, INC.
Armstrong, Fleming & Moore, INC.
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.
Exams
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