Kelly Kyler is a registered investment advisor at Perla Wealth LLC, based in Denver, CO, with 15 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, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.55% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.50% |
Fees are blended and negotiable based on the size and number of accounts managed.
Fee Estimator
Location
724 S Pearl St, Denver, CO, 80209
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 may earn commissions from insurance companies for sales of various insurance products, including life, health, Medicare, annuity, disability, and long-term care. Kelly also serves as Treasurer for Serenity Seekers AFG, a non-profit organization, dedicating minimal time to tracking donations, paying bills, and reporting.
Employment History
Current Registrations
Perla Wealth LLC
Previous Registrations
The Leaders Group, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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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