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Shennelleh Kaine
6 Years of Experience
Charlotte, NC
1 Disclosure
Shennelleh Kaine is a registered investment advisor at Kaine Capital Ventures LLC, based in Charlotte, NC, with 6 years of industry experience. Shennelleh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3 clients with $14K in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
Not specified
Assets Under Management
$14K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients maintaining not less than $1,000,000 under management, ongoing financial planning services are provided at no extra cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Charlotte, NC
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Regulatory History (1)
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Judgment / Lien
August 2023Employment History
Current Registrations
Kaine Capital Ventures LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Kaine Capital LLC
January 2019 - December 2021 · 2 yrs 11 mos
Nylife Securities LLCBroker
July 2017 - April 2018 · 9 mos
State Registrations1 state
NC
Advisor
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.
Exams
No exam information available for this advisor.