Kelly Gilbert
Kelly Gilbert is a registered investment advisor at Efg Financial, LLC, based in Grand Rapids, MI, 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 Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fee is negotiable. When billing on cash accounts only, the annual management fee is 0.50%.
Fee Estimator
Location
1500 E. Beltline Ave Se, Suite 205, Grand Rapids, MI, 49506
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 a co-owner of Eminence Financial Group and independently sells life insurance and annuities. This takes about half of her time, with about 30 hours occurring during trading hours.
Employment History
Current Registrations
Efg Financial, LLC
Previous Registrations
Retirement Wealth Advisors, LLC
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.