Kelley Donovan
Kelley Donovan is a registered investment advisor at Richmond Investment Services LLC, based in Mequon, WI, with 16 years of industry experience. Kelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 862 clients with $390M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
7702 W Mequon Rd, Mequon, WI, 53097-3217
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
Kelley operates Richmond Investment Services and Goldfinch Wealth Management as DBAs for her LPL business and as a registered investment advisor, dedicating full-time hours to these activities. Kelley also owns several rental real estate properties, spending minimal time on each.
Employment History
Current Registrations
Richmond Investment Services LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Global Retirement Partners LLC
Global Retirement Partners LLC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations20 states
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