Jared Kline is a registered investment advisor at Kellett Wealth Advisors, LLC, based in Cincinnati, OH, with 6 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 465 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kellett Wealth Advisors offers two investment management services:
- Asset Management (SIMPLE IRA): The maximum annual fee is 1% of the account value, billed monthly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 1.15% of the account value, billed monthly in advance. This service includes tax preparation at no additional cost.
Location
8944 Blue Ash Road, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jared coaches the Modeira City School girl's basketball team, dedicating a few hours per week. He also manages rental properties as a partner in Rental Real Estate, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Kellett Wealth Advisors, LLC
State Registrations1 state
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