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Joseph Ryan Kelsch

E. S. Barr & Co.

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About Joseph Ryan Kelsch

Joseph Ryan Kelsch is an investment advisor representative at E. S. Barr & Co. in Lexington, KY. Joseph Kelsch is a Certified Financial Planner and has been in the industry since May 2014. Joseph Kelsch has passed the Uniform Investment Adviser Law Examination and is registered in Kentucky.

Firm Information

Joseph Kelsch is currently registered with E. S. Barr & Co.. E. S. Barr & Co. is an investment advisor based in Lexington, Kentucky, with a total of $1,796,022,602 in regulatory assets under management. The firm primarily serves high-net-worth individuals, corporations, and charitable organizations. They offer portfolio management services for individuals, businesses, and pooled investment vehicles.
E. S. Barr & Co.

1999 RICHMOND ROAD

LEXINGTON, KY 40502

$1.80B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Kelsch’s Registration & Firm History

KY

06/30/2014 - Present

E. S. Barr & Co. (LEXINGTON KY)

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Licenses & Designations

IA

Issued 06/30/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Ryan Kelsch.
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