Selena Kemp is a registered investment advisor at Procyon, based in Fulton, MD, with 26 years of industry experience. Selena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,444 clients with $7.8B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | Included |
Fees may be negotiable for accounts over $100,000,000. Certain Clients who joined the Advisor through acquisitions may continue to be charged fees under their legacy fee schedules.
Fee Estimator
Location
8161 Maple Lawn Blvd, Fulton, MD, 20759
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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
Selena sells insurance products, dedicating a few hours per week to this activity. She is also the CEO/Owner of SK Consulting Solutions, spending nearly full-time hours reviewing and cleaning up financial systems for businesses, and she acts as a trustee managing investments for a child, spending minimal time on this.
Employment History
Current Registrations
Procyon
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Icma-Rc Services, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
T. Rowe Price Investment Services, INC.Broker
TD Waterhouse Investor Services, INC.Broker
National Investor Services CORP.Broker
The Dreyfus Service CorporationBroker
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.