Operating as Brown PCFO, KELCE Advisors, LLC provides investment management and financial planning services. Investment management is tailored to each client's goals and risk tolerance, including creating an investment policy statement. Financial planning covers investments, insurance, taxes, retirement, college, and debt. Brown PCFO generally limits its investment advice to mutual funds, fixed income securities, ETFs, and private placements.
Assets Under Management$5.4M
Clients5
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$5.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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