Kevin Zellers
Kevin Zellers is a registered investment advisor at Advisors Asset Management, INC., based in Princeton, NJ, with 25 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.
Location
300 Carnegie Center Suite 100, Princeton, NJ, 08540
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Employment History
Current Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Amundi Asset Management US, INC.
Amundi Pioneer Institutional Asset Management, INC.
Amundi Distributor US, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.