Kelly L'esperance
Kelly L'esperance is a registered investment advisor at Barking Sands Capital, based in Troy, MI, with 20 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, Investment Management, and 2 more. Their firm serves 85 clients with $35M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum annual fee is $1,500 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
101 W. Big Beaver Rd., Suite 1400, Troy, MI, 48084
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 ActivitiesSells Insurance
Kelly is a licensed insurance agent in Michigan and Minnesota. This activity requires a few hours per week.
Employment History
Current Registrations
Barking Sands Capital
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
LPL Financial Corporation
Banc One Securities Corporation
State Registrations2 states
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.