Kelly Kleinsasser
Kelly Kleinsasser is a ChFC-designated registered investment advisor at Ridge Capital Advisors, LLC, based in Oro Valley, AZ, with 17 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 21 clients with $4M 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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee is negotiable and may be reduced for combined household accounts.
Fee Estimator
Location
10371 N. Oracle Rd., Suite 102, Oro Valley, AZ, 85737
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1996Other Business ActivitiesSells Insurance
Kelly is a partner and officer with Forward Strategies Insurance Brokerage, an insurance marketing company, where she markets life insurance and fixed annuities to agents. She works full-time and spends a great deal of time working with fixed and fixed index annuities.
Employment History
Current Registrations
Ridge Capital Advisors, LLC
Previous Registrations
Usallianz Securities, INC.Broker
U.S. Bancorp Investments, INC.Broker
Cowles, Sabol & Company, IncorporatedBroker
Broker Dealer Financial Services CORP.Broker
Dean Witter Reynolds INC.Broker
Olde Discount CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
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.