Kiel Holmes is a registered investment advisor at Kelsey Financial, LLC, based in Moorpark, CA, with 12 years of industry experience. Kiel 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
485 E. High Street, Moorpark, CA, 93021
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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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Kiel works as a voice actor for commercials and animation since 1992. This self-employment takes about 10-20% of his time.
Employment History
Current Registrations
Kelsey Financial, LLC
Previous Registrations
Kelsey Financial, LLC
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
State Registrations2 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.