Kelli Wright is a registered investment advisor at Willis Investment Counsel INC, based in Gainesville, GA, with 23 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 241 clients with $4.2B 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable for portfolios exceeding $10 million. Bond-only portfolios have a separate schedule (0.55% on the first $2M, 0.45% on the next $1M, 0.40% on the balance over $3M), and cash management treasuries are charged a flat 0.20%.
Fee Estimator
Location
Wachovia Center, Suite 500, 340 Jesse Jewell Parkway, Gainesville, GA, 30501
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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 →Employment History
Current Registrations
Willis Investment Counsel INC
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.
Exams
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