Advisor at Professional Advisory Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Professional Advisory Services Inc
Location
Vero Beach, FL 32960
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
11 years
Kelly Meinders is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Professional Advisory Services Inc. She previously worked at Morgan Stanley and Morgan Stanley Private Bank and is also a real estate sales associate with Weichert Realty Hallmark Properties. Professional Advisory Services Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients. The firm employs a combination of top-down and bottom-up fundamental analysis to construct diversified portfolios focused on high-quality equities and investment-grade bonds.
Based on Professional Advisory Services Inc
$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.9% annually $1,000,001 - $2,500,000: 0.8% annually $2,500,001 - $4,000,000: 0.7% annually $4,000,001 - $5,500,000: 0.6% annually $5,500,001+: 0.5% annually
Account minimum: $500,000 Fee-only: Fee-only adviser; no commissions received by PASI except nominal $0.025 per share stock commission via Bloomberg Terminal trades
2770 Indian River Blvd, Suite 204
Vero Beach, FL 32960
California · Florida
Weichert Realty Hallmark Properties
2024 - Present (2 years)
Professional Advisory Services, Inc.
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Baseline property Group
2023 - 2023 (1 year)
Homemaker
2019 - 2023 (4 years)
Morgan Stanley Private Bank, N.A.
2016 - 2019 (3 years)
Morgan Stanley
2016 - 2019 (3 years)
Boston University
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Vero Beach, FL
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CFP®, Series 63, Series 65
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Lulla Wealth Financial
Series 63, Series 65
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Greenfield Financial Services, LLC
Series 63, Series 65
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Gallatin & Company, LLC
Series 63, Series 65
Vero Beach, FL
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