Kelli Porter is a CFP-designated registered investment advisor at Tschetter Group, based in Bellevue, WA, with 7 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 451 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tschetter Group's maximum annual fee for comprehensive portfolio management will not exceed 1.50%. Fees are negotiable and billed monthly in advance. They also manage a private fund, TG Private Market Opportunities Fund LP, with a management fee of 0.75% annually of the capital account balance, payable quarterly in advance. The fund also pays an administrative fee of 0.25% annually, subject to a quarterly minimum of $9,000.
Location
2155 112th Ave Ne, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelli works as a non-producing registered representative focused on financial planning for DDD Partners dba Tschetter Group since 2019. This wealth management role takes nearly full-time hours.
Employment History
Current Registrations
Tschetter Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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