Fred Kelly
Fred Kelly is a registered investment advisor at Colorado Financial Service Corporation, based in Denver, CO, with 46 years of industry experience. Fred is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $84M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable. Amounts over $2,500,000 are negotiable.
Fee Estimator
Location
1200 17th St #1000, Denver, CO, 80202-5835
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2024Other Business Activities
Fred holds various ownership positions and directorships in several companies, including Miller Estate Co., Kelinco, Freedom Funds Mgt Co, Carbon Co Holding Co, Centennial LLC, Cowboy State Bancorp Inc., Meade Crossing, and Rawlins Natl Bank. These activities are not investment-related.
Employment History
Current Registrations
Colorado Financial Service CorporationBroker
Freedom Funds Management CO
Previous Registrations
Smith Hayes Financial Services CorporationBroker
Hanifen, Imhoff INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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