Hunter Kelly is a CFP-designated registered investment advisor at Palm Valley Wealth Management LLC, based in St Augustine, FL, with 8 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 53 clients with $19M 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 - $2.0M | 0.75% |
| $2M+ | 0.50% |
For accounts with assets above $250,000, ongoing financial planning is included at no additional charge. If Palm Valley Wealth utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
St Augustine, FL
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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 →Other Business Activities
Hunter is an employee at Red's Designs, where he builds and installs electric fireplaces for single-family homes. This activity takes about 10-20% of Hunter's time and is not investment-related.
Employment History
Current Registrations
Palm Valley Wealth Management LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations2 states
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