Kelsey Maclean is a registered investment advisor at Dg Wealth, based in Venice, FL. Kelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 27 clients with $6.1M 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% |
Fee Estimator
Location
333 Tamiami Trail S Suite 221, Venice, FL, 34285
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dg Wealth
State Registrations1 state
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