Kelly Pearce is a registered investment advisor at Bpp Wealth Solutions, LLC, based in Basking Ridge, NJ, with 3 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 95 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BPP Wealth Solutions manages investments for an annual fee based on the amount of your portfolio. The fee ranges from 0.75% to 1.55% per year, depending on the size of your portfolio and the services you receive. Fees are charged quarterly, in advance, based on the value of your portfolio at the end of the previous quarter. If you end the agreement, you'll receive a refund for any unearned fees you've already paid. Fees are negotiable.
Location
25 Mountainview Blvd.,, Suite 202A, Basking Ridge, NJ, 07920
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly is an administrator for BPP Wealth Solutions, LLC, dedicating full-time hours to administrative assistance and account monitoring. She also works as a licensed administrator for Mutual Securities Inc., spending about 10-20% of her time there.
Employment History
Current Registrations
Bpp Wealth Solutions, LLC
Mutual Securities, INC.Broker
Mutual Securities, INC.
State Registrations2 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.