Leo Kelly is a registered investment advisor at Verdence Capital Advisors, LLC, based in Estero, FL, with 28 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,751 clients with $3.9B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and Family Office clients may vary. Fees may be negotiated with new advisors joining the firm.
Fee Estimator
Location
Estero, FL
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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
Leo is a passive owner of Compass Sports Advisors LLC, an NFL player contract and marketing contract negotiation firm. He is also a board member and shareholder of Devils River Holdings LLC, a holding company for a whiskey distillery, dedicating minimal time to this role. Leo is also an investment partner and manager at Hunt Valley Partners, spending minimal time on this activity for personal investment purposes.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.