Louis Kelmanson is a registered investment advisor at Clearleaf, based in Louisville, KY, with 5 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 1 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
2307 Watterson Trail, Suite 200, Louisville, KY, 40299
Get directionsHistory
Regulatory History (1)
Regulatory
June 2021Other Business Activities
Louis is the owner and manager of Kelmanson Holdings, LLC, a consulting and private equity investment firm, and the owner and managing member of LPAK Holdings, LLC, an investment holding company. He is also the CEO of Purestone Loan Services LLC and owner/member of Vicandy Properties, LLC, a residential rental property holding company, and co-founder/co-managing member of Clearleaf Capital LLC.
Employment History
Current Registrations
Clearleaf
State Registrations2 states
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