Kara Kelly is a registered investment advisor at Westfuller Advisors, LLC, based in San Francisco, CA, with 4 years of industry experience. Kara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 75 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westfuller offers investment management services where you pay a percentage of your portfolio's value. The exact percentage depends on the size of your portfolio and whether you are an institutional or non-institutional client. Fees are negotiable and may vary.
For Institutional Clients:
- First $5,000,000: 1.00% per year
- $5,000,001 - $10,000,000: 0.85% per year
- $10,000,001 - $25,000,000: 0.70% per year
- $25,000,001 - $50,000,000: 0.65% per year
- $50,000,001 - $75,000,000: 0.60% per year
- $75,000,001 - $100,000,000: 0.55% per year
- $100,000,001 - $500,000,000: 0.50% per year
- $500,000,001 - $1,000,000,000: 0.45% per year
- Above $1,000,000,001: 0.25% per year
*An administration fee of 0.20% is added for certain investments that cannot be managed on a discretionary basis.
For Non-Institutional Clients:
- First $1,000,000: 1.75% per year
- $1,000,001 - $3,000,000: 1.00% per year
- $3,000,001 - $5,000,000: 0.90% per year
- $5,000,001 - $10,000,000: 0.85% per year
- $10,000,001 - $25,000,000: 0.80% per year
- $25,000,001 - $50,000,000: 0.75% per year
- $50,000,001 - $75,000,000: 0.70% per year
- $75,000,000 - $100,000,000: 0.65% per year
- Above $100,000,000: 0.60% per year
Westfuller also offers a fixed fee option, negotiated based on hourly rates ($375-$550) and other factors.
Location
601 Montgomery Street, Suite #1212, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kara is the Co-Founder and Chief Revenue Officer of Lure Life, Inc., a wellness company, since November 2021. She dedicates nearly full-time hours to this role, including a couple of hours per day during securities trading hours.
Employment History
Current Registrations
Westfuller Advisors, LLC
State Registrations2 states
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