Francis Kelly
Francis Kelly is a CFP-designated registered investment advisor at Ifrah Financial Services, INC., based in Little Rock, AR, with 41 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. 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% |
For assets exceeding $10 million or under special circumstances, a negotiated fee arrangement may be used. In addition to the advisory fee, a program fee of 0.50% applies to accounts using Ifrah's models or custom management with exchange-traded funds and individual stocks.
Fee Estimator
Location
17300 Chenal Parkway, Suite 150, Little Rock, AR, 72223-5876
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 1998Customer Dispute
September 1997Customer Dispute
September 1996Customer Dispute
September 1996Other Business Activities
Francis owns Solar Source Consulting, providing consulting and marketing services for a solar installer, dedicating about a quarter of their time. Francis also owns Bearskin Solar Center, a solar farm, spending a few hours per week managing the property and land leases.
Employment History
Current Registrations
Ifrah Financial Services, INC.
Previous Registrations
Hutchinson/ifrah, INC.Broker
Hutchinson Financial, INC.
Integrated Resources Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Nwnl Management CorporationBroker
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.