Kelli Wright is a registered investment advisor at Willis Investment Counsel INC, based in Gainesville, GA, with 23 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 235 clients with $4B 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% |
| $5M+ | 0.50% |
Fees may be negotiable for portfolios over $10 million. Minimum account size is generally $2 million for stock portfolios or a combination of stocks and bonds.
Fee Estimator
Location
Wachovia Center, Suite 500, 340 Jesse Jewell Parkway, Gainesville, GA, 30501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Willis Investment Counsel INC
State Registrations1 state
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