Lelamarie Kelly is a registered investment advisor at Leyland Cypress, LLC, based in Venice, CA, with 1 years of industry experience. Lelamarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $570K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Flat 2% for retail clients, 1% for institutional clients. $150,000 minimum investment.
Fee Estimator
Location
Venice, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lelamarie owns a law office providing legal services, dedicating about a quarter of her time. She is also a principal and general counsel for Tennenbaum & Kelly, Inc., handling legal matters related to privately held investments, and holds CFO and General Counsel positions at MailRoute, Inc. and SCBI Online Store, LLC, spending minimal time on each.
Employment History
Current Registrations
Life Unlocked Partners LLC
Leyland Cypress, LLC
State Registrations1 state
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