Kevin Parish is a registered investment advisor at Kelley Lane Capital, LLC, based in Dallas, TX, with 3 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.11% |
| $250K - $1.0M | 0.95% |
| $1.0M - $4.0M | 0.59% |
| $4.0M - $7.0M | 0.39% |
| $7.0M - $10.0M | 0.19% |
| $10M+ | 0.09% |
Clients with AUM below $125,000 pay a flat quarterly fee of $345.
Fee Estimator
Location
6060 N. Central Expressway, Suite 500, Dallas, TX, 75206
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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
Kevin works full-time as a staff attorney for the El Paso Court of Appeals, starting in January 2021. He dedicates approximately six hours during securities trading hours to this job, which is not investment related.
Employment History
Current Registrations
Kelley Lane Capital, LLC
State Registrations1 state
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