Kelly Olczak is a CFP-designated registered investment advisor at Lynnleigh & Company, LLC, based in Pittsford, NY, with 16 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 290 clients with $130M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
All fees are negotiable. In limited circumstances, the firm may also provide these services for a fixed fee which will be negotiated on a case-by case basis. In addition, certain clients of the Firm may pay more than the fee listed below.
Fee Estimator
Location
1160 Pittsford Victor Road, Suite A, Pittsford, NY, 14534
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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 →Other Business Activities
Kelly is involved in two non-investment related activities: The Karma Sauce Company (a family business) and a farm property where the company's produce is grown. These activities require minimal time commitment.
Employment History
Current Registrations
Lynnleigh & Company, LLC
Previous Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations1 state
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