Kaylee Wallentine is a registered investment advisor at Actuarial Direct LLC, based in Pahrump, NV, with 2 years of industry experience. Kaylee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $7M 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 | 2.04% |
Maximum annual fee of 2.04% (0.17% monthly). Fees are negotiable.
Fee Estimator
Location
1181 Mitchell Place, Pahrump, NV, 89060
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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 →Employment History
Current Registrations
Actuarial Direct LLC
State Registrations2 states
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