Kelly Bouchillon
Kelly Bouchillon is a CFP-designated registered investment advisor at Sound View Wealth Advisors Group, LLC, based in Savannah, GA, with 36 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, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 844 clients with $1.9B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees are customizable for $100,000,000 and above. Fees are subject to negotiation.
Fee Estimator
Location
1 Skidaway Village Walk, Suite 201, Savannah, GA, 31411
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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 ActivitiesSells Insurance
Kelly is a Senior Partner and Financial Advisor at Sound View Wealth Advisors Group, LLC, dedicating about a quarter of their time. Kelly is also a Senior Partner at Sound View Wealth Advisors Insurance, LLC, providing insurance solutions and spending minimal time on this activity. Additionally, Kelly is a board member at Telfair Museum.
Employment History
Current Registrations
Sound View Wealth Advisors Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Sound View Wealth Advisors, LLC
Sound View Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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