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Sean Kelly
24 Years of Experience
West Palm Beach, FL
1 Disclosure
Sean Kelly is a registered investment advisor at Kelly & Associates, LLC, based in West Palm Beach, FL, with 24 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 28 clients with $8.9M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
28 clients
Average Client Portfolio
$318K average
Assets Under Management
$8.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2 Harvard Circle, Suite 400, West Palm Beach, FL, 33409
Get directionsHistory
Regulatory History (1)
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Regulatory
May 2017Final
Employment History
Current Registrations
Kelly & Associates, LLC
January 2003 - Present · 23 yrs 4 mos
Previous Registrations
Birchtree Financial Services, INC.Broker
March 2001 - July 2002 · 1 yr 4 mos
Rsm Mcgladrey, INC.
January 2001 - July 2002 · 1 yr 6 mos
State Registrations2 states
FLME
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.