Kelli Jane Vance
Investment Adviser Representative at BROWN EDWARDS WEALTH STRATEGIES
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 0.90% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.50% |
| Next $2,000,000 | 0.40% |
| All amounts thereafter | 0.35% |
Firm-stated minimum; may be waived at the firm's discretion.
Brown Edwards Wealth Strategies Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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