Lynn Mckelvey is a registered investment advisor at Mckelvey Wealth Management, LLC, based in Tigard, OR, with 19 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 82 clients with $59M 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 $1.5M | 1.20% |
| $1.5M - $2.0M | 1.08% |
| $2.0M - $2.5M | 1.02% |
| $2.5M - $3.0M | 0.96% |
| $3M+ | 0.96% |
Fees negotiable for accounts $3,000,000 and above.
Fee Estimator
Location
7110 SW Fir Loop, Suite 255, Tigard, OR, 97223
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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 →Employment History
Current Registrations
Mckelvey Wealth Management, LLC
Previous Registrations
Mulligan Capital, INC
Hornor, Townsend & Kent, INC.
Banc of America Investment Services, INC.
State Registrations1 state
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