John Kelly
John Kelly is a CFP-designated registered investment advisor at Ifrah Financial Services, INC., based in Little Rock, AR, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 598 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for assets exceeding $10 million or under special circumstances. Clients also pay a separate program fee of 0.50% per year for model portfolio management.
Fee Estimator
Location
17300 Chenal Parkway, Suite 150, Little Rock, AR, 72223-5876
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1998Other Business Activities
John is the Vice President of the American Foundation for Judicial Accountability since 2014, dedicating minimal time to it. He is also a part owner of Longhills Wine and Spirits since 2015, overseeing sales and operations, which takes about a quarter of his time.
Employment History
Current Registrations
Ifrah Financial Services, INC.
Previous Registrations
Hutchinson Financial, INC.
State Registrations1 state
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
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