Kelly Goekjian
Kelly Goekjian is a registered investment advisor at Cannon Financial Strategists, INC., based in Athens, GA, with 8 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 934 clients with $1.4B 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 $400K | 1.00% |
| $400K - $600K | 0.75% |
| $600K - $1.5M | 0.50% |
| $1.5M - $2.5M | 0.35% |
| $2.5M+ | 0.25% |
Fees for advisory services are negotiable in some circumstances.
Fee Estimator
Location
649-8 South Milledge Ave, Athens, GA, 30605
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
Kelly is involved with Cannon Financial Strategists, focusing on insurance and fixed annuity sales, plan administration, and consulting, dedicating about half of her time. She also owns real estate and co-owns a rental property, requiring minimal time commitments.
Employment History
Current Registrations
Cannon Financial Strategists, INC.
Cannon Securities, INC.Broker
State Registrations1 state
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.