Kelsen Edwins is a CFP-designated registered investment advisor at Threadline Wealth, based in Bellevue, WA, with 9 years of industry experience. Kelsen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,246 clients with $5.8B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Threadline Wealth reserves the right to negotiate fees based on factors including account size, complexity, and anticipated future assets. Institutional clients have a separate fee schedule.
Fee Estimator
Location
10900 NE 8th St, Ste 305, Bellevue, WA, 98004
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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
Threadline Wealth
Previous Registrations
Moss Adams Wealth Advisors LLC
Dynamic Wealth Advisors
Cambridge Investment Research Advisors, INC.
Thrivent Investment Management INC.
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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