Christopher Kelley
Christopher Kelley is a registered investment advisor at Compass Capital Management INC, based in Minneapolis, MN, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 440 clients with $2.5B 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 - $20.0M | 0.50% |
| $20M+ | 0.50% |
Advisory fees are negotiable. Bond management accounts are charged half of the regular fee schedule. Clients who established accounts through Boulder Asset Management prior to July 1, 2025, are subject to a 0.50% annual advisory fee with a $25,000 minimum.
Fee Estimator
Location
706 Second Avenue South, Suite 400, Minneapolis, MN, 55402
Get directionsHistory
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
Christopher is a partner at Compass Advisors, LLC, researching tax-lien auctions and internet startups, dedicating a few hours per week. He is also an advisory board member at Crown Infrastructure Solutions, a technology/infrastructure solutions company, spending a few hours per week.
Employment History
Current Registrations
Compass Capital Management INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Columbia Management Advisors, LLC
Banc of America Investment Services, INC.
State Registrations1 state
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.