Kelly Kane is a CFP, ChFC-designated registered investment advisor at Broadwing Capital Advisors, INC., based in Larkspur, CA, with 26 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 63 clients with $150M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may differ from the fee schedule above and are negotiable.
Fee Estimator
Location
101 Larkspur Landing Circle, Suite 221, Larkspur, CA, 94939
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kelly is a member of the advisory board and a limited partner in La Ballena Mexico Partners, LLC, a real estate investment firm, since 2006. She dedicates minimal time to offering business-related advice to general partners.
Employment History
Current Registrations
Broadwing Capital Advisors, INC.
Previous Registrations
Foothill Securities, INC.
State Registrations2 states
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