Joel Kelner is a registered investment advisor at T&t Capital Management, based in Coto De Caza, CA, with 12 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 296 clients with $190M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees may be negotiable at the discretion of the Advisor. The Client's fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Location
Coto De Caza, CA
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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 →Other Business Activities
Joel is a loan officer/realtor at Vatreini Inc, a mortgage/real estate company, since 2011. This is Joel's primary business and consumes the majority of his time.
Employment History
Current Registrations
T&t Capital Management
Previous Registrations
Ttcm LLC
State Registrations1 state
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