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Sean Kelly

Kelly & Associates, LLC
25 Years of Experience
West Palm Beach, FL
1 Disclosure
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Sean Kelly is a registered investment advisor at Kelly & Associates, LLC, based in West Palm Beach, FL, with 25 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 27 clients with $9.4M in assets under management.

Kelly & Associates, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
27 clients
Average Client Portfolio
$348K average
Assets Under Management
$9.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.75%
$5M+0.60%

Fees are negotiable on a client-by-client basis. Family members and friends of associated persons may receive discounts.

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

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History

Regulatory History (1)
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Regulatory
May 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Kelly & Associates, LLC
January 2003 - Present · 23 yrs 9 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.
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