Kelly Gannon
Kelly Gannon is a CFP-designated registered investment advisor at James River Asset Management, LLC, based in Midlothian, VA, 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. Their firm serves 408 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
James River Asset Management charges a percentage of the value of your portfolio each year. The fee is calculated based on the average daily value of the account during the quarter and billed quarterly in arrears.
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JRAM Portfolio:
- Up to $1,000,000: Maximum of 1.50%
- Over $1,000,000: Maximum of 1.00%
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American Funds Portfolio:
- $0.00 - $249,999.99: 1.00%
- $250,000 - $499,999.99: 0.75%
- $500,000.00 - $999,999.99: 0.05%
- $1,000,000 and above: 0.25%
Location
15521 Midlothian Tnpk., Suite 100, Midlothian, VA, 23113
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 Senior Financial Advisor at James River Wealth Advisors and an RIA/Financial Planning Specialist at James River Asset Management LLC, dedicating full-time hours to the latter. Kelly is also an insurance agent selling fixed insurance products.
Employment History
Current Registrations
James River Asset Management, LLC
Previous Registrations
J.W. Cole Financial, INC.Broker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Foresters Advisory Services, LLC
Foresters Financial Services, 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.