Kelli M Wright
Investment Adviser Representative at WILLIS INVESTMENT COUNSEL INC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelli M. Wright has worked in the securities industry since 2003. They are registered to provide investment advisory services in Georgia.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Bond Only - First $2M | 0.55% |
| Bond Only - Next $1M | 0.45% |
| Bond Only - Over $3M | 0.40% |
| Core Equity/SCV/Balanced - First $5M | 1.00% |
| Core Equity/SCV/Balanced - Over $5M | 0.50% |
| Cash Management Treasury Strategy - Flat | 0.20% |
| WIC Managed Volatility and Income Fund - First $2M | 1.00% |
| WIC Managed Volatility and Income Fund - Next $1M | 0.80% |
| WIC Managed Volatility and Income Fund - Over $3M | 0.65% |
Firm-stated minimum; may be waived at the firm's discretion.
Willis Investment Counsel Inc 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 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelli M Wright has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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