Kelly Walker is a CFP-designated registered investment advisor at Naples Global Advisors, based in Naples, FL, with 6 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 290 clients with $1.7B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
The applicable fee schedule may differ from client to client and affiliate to affiliate.
Fee Estimator
Contact
Kelly Walker
Location
720 5th Avenue South, Ste. 200, Naples, FL, 34102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Naples Global Advisors
State Registrations1 state
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