Kelso Huffman
Kelso Huffman is a registered investment advisor at The High Net Worth Advisory Group, LLC, based in Naples, FL, with 37 years of industry experience. Kelso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 426 clients with $860M 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 | 1.50% |
Fees are negotiable depending on factors such as the amount of assets, range of investments, and complexity of the Client’s financial circumstances.
Fee Estimator
Location
8880 Tamiami Trail North, Naples, FL, 34108
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Kelso is a self-employed Florida insurance agent, licensed in life, health, and annuities, since 1989. This investment-related activity requires minimal time.
Employment History
Current Registrations
The High Net Worth Advisory Group, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.