Kelly Hohertz is a CFA-designated registered investment advisor at View Capital RIA, LP, based in Dallas, TX, with 6 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 169 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
View Capital RIA offers investment management through its View Capital Advisory Program (VCAP). The annual fees are based on a percentage of the assets they manage, but generally are not above 2.5%. A $1,000 minimum annual fee applies to any advisory account. The fee is negotiable between View Capital RIA and the client at either a blended rate or a flat fee. If you invest in a non-affiliated asset investment manager, that manager will charge a separate fee for their services.
Location
2727 N. Harwood Street, Suite 225, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
View Capital RIA, LP
Previous Registrations
Cf Secured, LLCBroker
Cantor Fitzgerald & CO.Broker
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.