Aleksandar Kelly
Aleksandar Kelly is a registered investment advisor at Life Unlocked Partners LLC, based in Venice, CA, with 1 years of industry experience. Aleksandar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 39 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.5M | 1.50% |
| $2.5M - $4.5M | 1.25% |
| $4.5M+ | 1.00% |
Fees may be subject to negotiation. Account values of family members may be combined to determine the applicable fee.
Fee Estimator
Location
Venice, CA
Get directionsHistory
Regulatory History (1)
Criminal
November 2009Other Business Activities
Aleksandar is the CEO of L & A Holdings LLC, a development disability consulting firm, since 2020. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Life Unlocked Partners LLC
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.