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CFP
RK
CFP

Robert Kelly

Mas Advisors LLC
40 Years of Experience
Temecula, CA
View SEC Summary
View SEC Summary

Robert Kelly is a CFP-designated registered investment advisor at Mas Advisors LLC, based in Temecula, CA, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $2.6B in assets under management.

Mas Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
21 clients
Average Client Portfolio
$121.7M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard investment management fees range from 0.25% to 2.00% per year. Model portfolios and subadvisory services range from 0.15% to 0.50% per year. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Temecula, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a shareholder, officer, and director of Kelly Freight Service, Inc., spending minimal time overseeing accounting and finance. He is also a co-trustee of the Paul & Jacqueline Briles Family Trust, dedicating minimal time to overseeing the assets of the estate.

Employment History
Current Registrations
Mas Advisors LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - June 2021 · 5 yrs 2 mos
Kestra Investment Services, LLCBroker
February 2007 - June 2021 · 14 yrs 4 mos
NFP Advisor Services, LLC
February 2007 - September 2016 · 9 yrs 7 mos
Capital Analysts, Incorporated
December 1997 - February 2007 · 9 yrs 2 mos
Capital Analysts, IncorporatedBroker
November 1985 - February 2007 · 21 yrs 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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