Charles
Kelley
Compass Capital Management Inc
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About this Advisor
Charles Kelley is a financial advisor operating out of Minneapolis, Minnesota with 10 years of relevant experience. Kelley is an employee of Compass Capital Management Inc. They have been employed by Compass Capital Management Inc for their whole career. Kelley has a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Minnesota and Texas. Compass Capital Management Inc is a business based out of Minneapolis, MN. It handles $2 billion in total assets among its 1,466 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 19 charitable organizations. Of its 1,466 customer accounts, 63% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fee schedules largely depend on the financial services. Fee types charged by Compass Capital Management Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Capital Management Inc Brokerage Details
$1,750,961,135
17
1,466
$1,194,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Charles Kelley Work History
Charles has been registered as a financial advisor for 10 years.*
Compass Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Kelley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Capital Management Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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