Kellie Borror
Kellie Borror is a registered investment advisor at Daner Wealth Management, LLC, based in Alpharetta, GA, with 8 years of industry experience. Kellie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 190 clients with $200M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
11475 Great Oaks Way, Suite 340, Alpharetta, GA, 30022
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
Kellie works as an insurance agent, selling various insurance products since 2017. This takes about 10-20% of her time during working hours.
Employment History
Current Registrations
Daner Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations1 state
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