Kelsey Swing is a registered investment advisor at Avantax Planning Partners, INC., based in Charleston, IL, with 6 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, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
6029 Park Drive, Suite A, Charleston, IL, 61920
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelsey is a Partner and Accountant at a CPA firm, dedicating nearly full-time hours, and an Advisor at a financial services firm, dedicating a few hours per week. She also has ownership in commercial rental properties and is a board member/treasurer for two non-profit organizations.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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