Stephen Egnatchik is a registered investment advisor at Kelsey Financial, LLC, based in Westlake Village, CA, with 2 years of industry experience. Stephen 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 263 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kelsey Financial's investment management fees are a percentage of the value of your investments. The maximum fee is 1.50%, and the rate may decrease as your account grows. The firm also manages variable annuity sub-accounts and held-away assets, with similar fee structures. The examples provided show how the annual fee decreases as the amount you invest increases.
Location
32123 Lindero Canyon Road, Westlake Village, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen holds a California Real Estate Agent License but is not actively pursuing real estate transactions. He is also in the exploratory process of launching a private hedge fund, Westlake Sentinel Fund / Westlake Sentinel Management, but is not currently soliciting clients.
Employment History
Current Registrations
Kelsey Financial, LLC
State Registrations1 state
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