Kelly Liebbe
Kelly Liebbe is a registered investment advisor at Fifth Third Securities, INC., based in Plainwell, MI, with 17 years of industry experience. Kelly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. Maximum fee is 1.50%.
Fee Estimator
Location
1282 E M-89, Plainwell, MI, 49080
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business Activities
Kelly is a photographer, taking pictures for weddings, seniors, and families, dedicating a few hours per week to this activity. Kelly also works as a beauty product consultant, dedicating minimal time to this activity.
Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations19 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.
Exams
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