Joseph Kelsch is a CFP-designated registered investment advisor at E. S. Barr & Company, based in Lexington, KY, with 11 years of industry experience. Joseph 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 431 clients with $2B 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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
For accounts less than $500,000, the fee is 1.25%. Fees are generally not negotiable, though E.S. Barr & Company retains discretion to vary the schedule under circumstances it deems fit.
Fee Estimator
Location
1999 Richmond Road, Suite 1B, Lexington, KY, 40502
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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
E. S. Barr & Company
State Registrations1 state
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