Kaylee Mcclellan
Kaylee Mcclellan is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Minnetonka, MN, with 4 years of industry experience. Kaylee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
10900 Wayzata Blvd, Suite 270, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
Kaylee is the President of McClellan, serving on the Board of Directors. This activity requires minimal time.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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.
Exams
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- Andrea Schrieffer, CFP, ChFCGreat Valley Advisor Group, LLC