Ian Kelly-Thomas is a registered investment advisor at Ikt Holdings, INC., based in San Diego, CA, with 18 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6 clients with $360K 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable depending on the client's situation.
Fee Estimator
Location
San Diego, CA
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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
Ian is the CEO and sole owner of Tadich Capital, where he sources and sells private investment offerings, dedicating nearly full-time hours to this. He also provides business consulting services through IKT Holdings Inc., spending minimal time on this activity.
Employment History
Current Registrations
Ikt Holdings, INC.
Previous Registrations
Mcdaniel Knutson Financial Partners
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Cetera Advisor Networks LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
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.