Kristopher Kelley
Kristopher Kelley is a CFA-designated registered investment advisor at Legacy Ridge Capital Management, LLC, based in Westiminster, CO, with 5 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Westiminster, CO
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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 Activities
Kristopher owns a partial interest in JK Wash Enterprises, which owns a car wash. He also has 100% ownership of Kelley Enterprises, a powersports dealership in Wyoming.
Employment History
Current Registrations
Legacy Ridge Capital Management, LLC
Previous Registrations
Townsend Retirement Specialists
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.