Kelsey Strait is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Boston, MA, with 10 years of industry experience. Kelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
346 Commercial Street, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelsey operates under two DBAs for her LPL business: Flagship Harbor Advisors, LLC and Munroe Morrow Wealth Management. She also provides administrative support to Flagship Harbor Advisors, LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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