Kelsey Wilson
Kelsey Wilson is a CFP-designated registered investment advisor at Blacklines Financial, based in Los Angeles, CA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 206 clients with $34M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual advisory fee is negotiable. BlackLines may charge a sub-advisor fee that is included in the overall annual advisory fee, however it may be on a monthly or annual basis instead of quarterly.
Fee Estimator
Location
515 S Flower St, 18th Floor, Los Angeles, CA, 90071
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
Kelsey works as an insurance agent, selling life insurance, disability, long-term care, and annuity products. This activity requires minimal time.
Employment History
Current Registrations
Blacklines Financial
Previous Registrations
Innovation Partners LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 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.