Kelsey
Hageman
Biltmore Family Office, LLC
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About this Advisor
Kelsey Hageman is a financial advisor based in Charlotte, North Carolina, working with Biltmore Family Office, LLC. Kelsey has previously held positions at Appalachian State University, College Of Southern Maryland, Mondelez Global LLC, University Of North Carolina At Charlotte, Hayden Royal (Previously Great Lakes & Atlantic Wealth), and Biltmore Family Office, LLC. Kelsey has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Kelsey is part of Biltmore Family Office, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 20 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Biltmore Family Office, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Biltmore Family Office, LLC Brokerage Details
$2,892,462,654
20
981
$2,948,484
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kelsey Hageman Work History
Biltmore Family Office, LLC
Hayden Royal (Previously Great Lakes & Atlantic Wealth)
University Of North Carolina At Charlotte
College Of Southern Maryland
Mondelez Global LLC
Appalachian State University
Disclosures
Please visit the SEC profile of Kelsey Hageman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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