How does the advisor help clients – Key Takeaways:
Focused on providing comprehensive financial solutions for their clients, Kelley Lane Capital, LLC is a leading financial advisory firm that assists clients in achieving their financial goals through sound investment strategies and personalized financial planning.
Some key takeaways about Kelley Lane Capital, LLC include:
- Committed to providing personalized financial solutions for each client’s unique needs and goals
- Extensive experience in the financial industry and a team of expert advisors
- A wide range of financial services offered, including investment management, retirement planning, and estate planning
- A diverse client base, including individual investors, families, and businesses
- Transparent fee structure and a fiduciary duty to act in the best interest of the client
Facts and Insights
Kelley Lane Capital, LLC was founded in 2005 by financial expert Kelley Lane. With over 15 years of experience in the financial industry, Kelley has built a team of highly qualified advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
As of 2021, Kelley Lane Capital, LLC manages over $500 million in assets and has a team of 10 experienced advisors.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Educational planning
Client Types
Kelley Lane Capital, LLC serves a diverse range of clients, including:
- Individual investors
- Families
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
Kelley Lane Capital, LLC operates under a fee-only structure, meaning they do not earn commissions or other forms of compensation for financial transactions, ensuring that their advice is always unbiased and in the best interest of the client.
Advisory fees are based on a percentage of assets under management and are determined by the level of service and complexity of each client’s financial situation.
Background
Kelley Lane, the founder of Kelley Lane Capital, LLC, has over 15 years of experience in the financial industry. She holds a Bachelor’s degree in Finance and is a CFP® professional, demonstrating her expertise in financial planning.
The firm’s team of advisors consists of highly educated and experienced individuals with various backgrounds in finance and wealth management. Together, they bring a vast knowledge of the financial industry to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Kelley Lane Capital, LLC is required to disclose any potential conflicts of interest. The firm has a fiduciary duty to act in the best interest of its clients and always discloses any potential conflicts of interest that may arise.
In addition, clients can access the firm’s Form ADV, which includes information about the firm’s services, fees, and disciplinary history, on the Securities and Exchange Commission’s website.