Christopher Kelly is a CFP-designated registered investment advisor at Capsouth Wealth Management, based in Apex, NC, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 373 clients with $1B 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 $250K | 1.15% |
| $250K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
There is a minimum annual fee of $2,500 per household. Fees are negotiable.
Fee Estimator
Location
Apex, NC
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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
Capsouth Wealth Management
Previous Registrations
LPL Financial LLC
Metlife Securities INC.
Walnut Street Securities, INC.
Virchow Krause Wealth Management LLC
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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