Jonathan Fersht is a registered investment advisor at Kelsey Financial, LLC, based in Westlake Village, CA, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 263 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kelsey Financial's investment management fees are a percentage of the value of your investments. The maximum fee is 1.50%, and the rate may decrease as your account grows. The firm also manages variable annuity sub-accounts and held-away assets, with similar fee structures. The examples provided show how the annual fee decreases as the amount you invest increases.
Location
32123 Lindero Canyon Road, Ste 306, Westlake Village, CA, 91361
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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.
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Jonathan has a passive investment in Guernsey Holdings (Zaxby's Restaurants) and is exploring the possibility of launching a private hedge fund (Westlake Sentinel Fund). These activities are investment-related, but there is no client connection or solicitation.
Employment History
Current Registrations
Kelsey Financial, LLC
Previous Registrations
Western International Securities, INC.Broker
Isaak Bond Investments, INC.Broker
Ladenburg Thalmann & CO. INC.Broker
Financial West GroupBroker
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.