Kelly Olczak is a CFP-designated registered investment advisor at Lynnleigh & Company, LLC, based in Pittsford, NY, with 17 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 288 clients with $160M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. In limited circumstances, the firm may provide services for a fixed fee negotiated on a case-by-case basis.
Fee Estimator
Location
1160 Pittsford Victor Road, Suite A, Pittsford, NY, 14534
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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
Kelly is involved in two non-investment related activities: The Karma Sauce Company (a family business) and a farm property where the company's produce is grown. These activities require minimal time commitment.
Employment History
Current Registrations
Lynnleigh & Company, LLC
Previous Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Edward JonesBroker
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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