Kelly Bashore is a registered investment advisor at Addis & Hill, Incorporated, based in Wayne, PA, with 9 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 159 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual advisory fee ranges from 0.25% to 1.25% depending on the amount of assets managed. The above fees are negotiable. Minimum annual fee is $5000.
Fee Estimator
Location
200 W. Lancaster Ave, Suite 203, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Addis & Hill, Incorporated
State Registrations1 state
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