Rolf Ronnekleiv-Kelly is a CFA-designated registered investment advisor at City Different Investments, based in Denver, CO, with 9 years of industry experience. Rolf 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 105 clients with $240M 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 $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100M+ | 0.20% |
Schedule represents fixed-income strategies. Equity strategies range from 0.50% to 2.00% and vary by strategy. Fees are negotiable and may be discounted or waived for employees and related accounts.
Fee Estimator
Location
Denver, CO
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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
City Different Investments
Previous Registrations
Thornburg Securities CorporationBroker
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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