Kelly Meinders
Kelly Meinders is a CFP-designated registered investment advisor at Professional Advisory Services INC, based in Vero Beach, FL, with 10 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 641 clients with $1.2B 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Location
2770 Indian River Blvd, Suite 204, Vero Beach, FL, 32960
Get directionsHistory
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 works as a real estate sales associate for Weichert Realtors Hallmark Properties since November 2024. This activity takes a few hours per week and occurs outside of security trading hours.
Employment History
Current Registrations
Professional Advisory Services INC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Voya Investments Distributor, LLCBroker
Ing Investment Management Services LLCBroker
Goldman, Sachs & CO.Broker
State Registrations2 states
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.