Kellett Schaffner Wealth Advisors LLC (Cincinnati)

Kellett Schaffner Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kellett Schaffner Wealth Advisors: assets under management

The assets under management (AUM) of Kellett Schaffner Wealth Advisors LLC is $42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.06 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kellett Schaffner Wealth Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Kellett Schaffner Wealth Advisors LLC performs its advisory services is located at 11006 Reading Road, Cincinnati, OH 45241, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-554-1472. The normal business hours are 9am - 4pm on Monday - Friday. You can find more information about the New York firm at kelletschaffner.com.

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