Kelsey Flannery is a CFP-designated registered investment advisor at Bahl & Gaynor INC, based in Cincinnati, OH, with 1 years of industry experience. Kelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 889 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Minimum account fee is $10,000 which may be waived or discounted. Related accounts may be aggregated for fee calculation purposes.
Fee Estimator
Location
255 East Fifth Street, Suite 2700, Cincinnati, OH, 45202
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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
Bahl & Gaynor INC
State Registrations2 states
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