Kelli Vance
Kelli Vance is a PFS-designated registered investment advisor at Brown Edwards Wealth Strategies, based in Colonial Heights, VA, with 6 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 200 clients with $330M 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 | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
All accounts for members of the client’s household (i.e., husband, wife, and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees and account minimums may be negotiable under certain circumstances.
Fee Estimator
Location
810 Southpark Boulevard, Suite 201, Colonial Heights, VA, 23834
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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 Activities
Kelli is a partner and CPA at Brown, Edwards & Company, LLP since January 2018. She dedicates full-time hours to this non-investment related activity, mostly during securities trading hours.
Employment History
Current Registrations
Brown Edwards Wealth Strategies
State Registrations2 states
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