Kelly Carignan is a registered investment advisor at Golden Years Financial, LLC, based in Las Vegas, NV, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 279 clients with $40M 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 | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
These fees are negotiable and are separate from the expense ratio associated with the respective investment manager’s funds. The aggregate management fees charged by GYF and the selected investment managers will not exceed 3.00% annually.
Fee Estimator
Location
7201 W Lake Mead Blvd, Suite 120, Las Vegas, NV, 89128
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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 →Employment History
Current Registrations
Golden Years Financial, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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