Drew Kellner is a CFA-designated registered investment advisor at Lumbard & Kellner, LLC, based in Hollis, NH, with 21 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 321 clients with $440M 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 | 1.10% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.50% |
Fees are generally not negotiable, but the firm reserves the right to make special arrangements under certain circumstances.
Fee Estimator
Location
5 Hutchings Dr, Hollis, NH, 03049
Get directionsHistory
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
Lumbard & Kellner, LLC
State Registrations2 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.
Exams
More Advisors
- John Lumbard, CFALumbard & Kellner, LLC
- James Conway, CFALumbard & Kellner, LLC
- John Garrity, CFPPeak Wealth Management LLC
- Nicole Piton, CFPTotal Clarity Wealth Management, INC
- Shelly Gillis, CFPEdward Jones
- Robert Piton, CFATotal Clarity Wealth Management, INC