Bruce Kelvington is a registered investment advisor at Skadvisors, LLC, based in Orlando, FL, with 25 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 141 clients with $76M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable within each tier depending on the size and complexity of the portfolio.
Fee Estimator
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce is a CPA and managing member of CFO Outsourcing Group, LLC, providing accounting and bookkeeping services, taking about 10-20% of his time. He is also a CPA and managing member of Simon, Kelvington & Shealy, LLC, but spends no time with this firm.
Employment History
Current Registrations
Skadvisors, LLC
Previous Registrations
Cfse Wealth Management, INC.
State Registrations1 state
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