Kelly Krause is a CFP-designated registered investment advisor at Jjsa Advisors, LTD., based in Virginia Beach, VA, with 11 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 187 clients with $130M 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 | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.65% |
Management fees for assets in excess of $2,000,000 are negotiable.
Fee Estimator
Location
4456 Corporation Lane, Suite 112, Virginia Beach, VA, 23462
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 Activities
Kelly is an Investment Advisor Representative at JJSA Advisors, LTD since 2021. She also works as a Notary Public since 2019.
Employment History
Current Registrations
Jjsa Advisors, LTD.
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
State Registrations21 states
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.