Iris Kessler
Iris Kessler is a ChFC-designated registered investment advisor at Allstate Financial Advisors, LLC, based in North Olmsted, OH, with 25 years of industry experience. Iris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
26777 Lorain Rd Ste 3, North Olmsted, OH, 44070-3200
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
State Registrations5 states
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