A complete list of active advisors currently associated with Lee, Kelleher & Klein Wealth Management
Warmer can help you find a great advisor at Lee, Kelleher & Klein Wealth Management or one who fits your needs even better.
Lee, Kelleher & Klein Wealth Management provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, estates, trusts, and charitable organizations. The firm also offers retirement plan consulting and can serve as a 3(21) plan fiduciary, assisting plan sponsors with selection and ongoing monitoring of investment options. The firm combines fundamental security analysis with modern portfolio theory and uses a mix of long‑term, short‑term, income, and hedging strategies to construct client portfolios, managing accounts on a discretionary basis with ongoing monitoring and periodic reviews. Clients may impose reasonable investment restrictions, and the firm provides semiannual or more frequent reporting and annual financial plan reviews when engaged for ongoing planning services. Noteworthy for a recently formed advisor (established in 2024) is the scale of assets under management — approximately $252.4 million across three advisors and about 151 clients — and a multi‑office, institutional custodial relationship with Schwab Advisor Services that supports both retail portfolio management and institutional retirement plan work. The firm does not offer wrap‑fee programs or performance‑based fees and discloses a negotiable, tiered asset‑based fee structure while maintaining written fiduciary policies and a formal code of ethics.
To learn more about the advisors currently working at Lee, Kelleher & Klein Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ellicott City, MD
| 4
| |
Ellicott City, MD
| 19
| |
Ellicott City, MD
| 28
|
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