Kalen Pokley
Kalen Pokley is a registered investment advisor at Fairway Investment Group, LLC, based in Sebewaing, MI, with 6 years of industry experience. Kalen 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 672 clients with $69M 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 | 1.50% |
Fees are negotiable, with a maximum of 1.0% for Strategic Wealth Management and Optimum Market Portfolio, 1.5% for Model Wealth Portfolio, and 0.85% for Guided Wealth Portfolio.
Fee Estimator
Location
Sebewaing, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kalen is an insurance representative with MEA Financial Services since 2020, with the possibility to sell life, long-term care, and property & casualty insurance. Kalen is also an investment advisor representative with Fairway Investment Group, LLC since 2021, and a teacher at Bad Axe Public Schools since 2016, dedicating nearly full-time hours to teaching.
Employment History
Current Registrations
Fairway Investment Group, LLC
Paradigm Equities, INC.
Paradigm Equities, INC.Broker
State Registrations1 state
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.