Kelly Woo
Kelly Woo is a CFP-designated registered investment advisor at Bene Wealth Management Company, based in Burbank, CA, with 13 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 39 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees range from 1.00% to 1.40% annually and are generally negotiable depending on client needs and situation complexity.
Fee Estimator
Location
2600 W. Olive Ave., 5th Floor, Burbank, CA, 91505
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 ActivitiesSells Insurance
Kelly is involved in a variety of business activities, including managing a hotel, serving as president of multiple insurance agencies and a wealth management company, and holding leadership positions in several investment-related entities. Kelly also co-founded Profectus Financial and founded Accendo Charity.
Employment History
Current Registrations
Bene Wealth Management Company
Previous Registrations
Profectus Wealth Management
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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