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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jayne Acheson is an investment advisor representative with Abacus Wealth Partners, a firm that provides financial planning and portfolio management services. Kelly specializes in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kelly has been with Abacus Wealth Partners since November 2005 and is registered with the state of California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/26/2013 - Present
Abacus Wealth Partners (SANTA MONICA CA)
IA
Issued 06/26/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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