KR
KR

Kelli Diane Rojas

15 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
141 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$172.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.70%
$3M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL, 32714

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
401k Generation
November 2010 - Present · 15 yrs 3 mos
Previous Registrations
Ruggie Wealth Management
August 2010 - December 2012 · 2 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Kelli Diane Rojas - Financial Advisor | TrueAdvisor