Colin Kelly is a CFA-designated registered investment advisor at Signia Capital Management, based in Spokane, WA, with 19 years of industry experience. Colin 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 15 clients with $120M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
9 S Washington St, Suite 520, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colin is an adjunct finance professor at Gonzaga University since 2015. He teaches an evening finance class once a week during non-market hours.
Employment History
Current Registrations
Signia Capital Management
Previous Registrations
Signia Capital Management
DBA Hart Capital Management, INC.
State Registrations1 state
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