Kellen Thayer is a registered investment advisor at Advisor.com, based in Charleston, SC, with 7 years of industry experience. Kellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 594 clients with $51M 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 | 0.50% |
Fees for Advisor Wealth Management (AWM) services are negotiable, but generally range from $1000 to $5,000 per year on a flat fee basis or 0.5% of assets under management.
Fee Estimator
Location
525 King Street, Ste B, Charleston, SC, 29403
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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 →Employment History
Current Registrations
Advisor.com
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Goldman Sachs & CO. LLCBroker
State Registrations2 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.