Oliver Kell is a registered investment advisor at Kell Capital, LLC, based in Penn Valley, PA, with 8 years of industry experience. Oliver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $7.5M 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 | 2.00% |
The management fee is 2.50%, which is negotiable depending on the size of the account and services rendered. Qualified clients can also pay a performance-based fee with a tiered AUM fee schedule: Up to $1,000,000: 2.00%; $1,000,001 to $3,000,000: 1.50%; $3,000,001 to $10,000,000: 1.00%; $10,000,001 +: 0.70%. The performance fee is an annual fee equal to 20% of the net returns of the account (investment returns less the management fee charged and any net previous losses).
Fee Estimator
Location
Penn Valley, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kell Capital, LLC
Previous Registrations
Kell Capital, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ngam Distribution, L.P.Broker
Btig, LLCBroker
State Registrations2 states
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