Kelli Hill is a CFP-designated registered investment advisor at Fifth Third Wealth Advisors LLC, based in Eden Prairie, MN, with 3 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,333 clients with $6.1B 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee reductions based on breakpoints apply only to the portion of assets exceeding the relevant fee tier. FTWA may, at its discretion, aggregate assets across a Client household’s eligible accounts to qualify for breakpoint discounts. FTWA, at its sole discretion, may negotiate fees based upon certain criteria.
Fee Estimator
Location
Eden Prairie, MN
Get directionsHistory
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 licensed attorney in Minnesota and an adjunct professor teaching taxation. She also serves on the finance committee for the Minneapolis Golf Club and as a board member for The Pfister Foundation, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Fifth Third Wealth Advisors LLC
Previous Registrations
Parr Mcknight Wealth Management Group
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
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.