Carly Sipe
Carly Sipe is a registered investment advisor at Kiley Juergens Wealth Management, LLC, based in Olympia, WA, with 2 years of industry experience. Carly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,372 clients with $1.9B 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 | 1.00% |
Fees are negotiable depending on individual client circumstances such as client's total assets managed, the scope of work required for an account or household, and the relationship a client has with the adviser and/or our firm.
Fee Estimator
Location
2409 Pacific Ave Se, Olympia, WA, 98501
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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 →Other Business ActivitiesSells Insurance
Carly is a girls' soccer coach for Olympia High School, dedicating about half her time to this role. She also has an insurance license to sell life, annuities, LTC, and DI, but this takes minimal time, and she works as a wealth advisor for Kiley Juergens Wealth Management, LLC, dedicating about half her time.
Employment History
Current Registrations
Kiley Juergens Wealth Management, LLC
Osaic Wealth, INC.Broker
State Registrations1 state
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.