Anne Kelly is a registered investment advisor at Empower Advisory Group, LLC, based in Boston, MA, with 31 years of industry experience. Anne 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 250,707 clients with $160B 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 $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
100 Federal Street, 18th Floor, Boston, MA, 02110
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Anne is the Chair of the Board of Directors for Girls Inc. of Boston and Lynn, a non-profit organization, and volunteers her time. She leads the board and collaborates with the CEO on strategic vision and priorities.
Employment History
Current Registrations
Empower Advisory Group, LLC
Previous Registrations
Empower Advisory Group, LLC
Putnam Investment Management, LLC
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations1 state
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