Stephanie Kelly is a CFP-designated registered investment advisor at Rl2 Advisors, LLC, based in Jackson, MS, with 3 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RL2 Advisors manages investments for an annual fee of up to 2% of the value of your portfolio. The fee is calculated at the end of each month or quarter. RL2 may also charge a performance fee of up to 20% to certain clients. You can end the agreement with 30 days written notice.
Location
Jackson, MS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rl2 Advisors, LLC
Previous Registrations
Cwm, LLC
State Registrations1 state
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