Chelsea Hussey
Chelsea Hussey is a CFP, ChFC-designated registered investment advisor at Return on Life Wealth Partners, based in Cleveland, OH, with 15 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 284 clients with $470M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.45% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and you as the Client. In certain circumstances, our fees and the timing of the fee payments may be negotiated.
Fee Estimator
Location
7000 Fitzwater Road, Suite 300, Cleveland, OH, 44141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Chelsea operates under several DBAs for her LPL business and is an investment advisor representative (IAR) for 401(K) Prosperity and Return on Life Wealth Partners. She also provides investment advisory services through Planned Financial Services, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Return on Life Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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