KK
CFA · CFP
KK
CFA · CFP

Kristopher Kellinghaus

14 Years of Experience

Kristopher Kellinghaus is a CFA, CFP-designated registered investment advisor at Mcf Advisors, LLC, based in Covington, KY, with 14 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 2,827 clients with $3.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
2,827 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.50%
$10M+0.40%

If the market value of the assets under management is less than $500,000.00 on the initial billing date, an annual fee of 1.25% will apply to all assets under management. MCF Institutional charges 0.50% annually for its asset allocation models.

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

50 E RiverCenter Blvd, Suite 300, Covington, KY, 41011

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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
Mcf Advisors, LLC
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Mcf Advisors, LLC
February 2014 - December 2016 · 2 yrs 10 mos
Strategic Advisers, INC.
January 2008 - September 2010 · 2 yrs 8 mos
State Registrations1 state
KY
Advisor

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.

Exams
No exam information available for this advisor.