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Michael Bertrand

The Kelly Group
24 Years of Experience
Bel Air, MD
View SEC Summary
View SEC Summary

Michael Bertrand is a registered investment advisor at The Kelly Group, based in Bel Air, MD, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 1,113 clients with $1.1B in assets under management.

The Kelly Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,113 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.1B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $200K1.40%
$200K - $300K1.30%
$300K - $400K1.20%
$400K - $500K1.10%
$500K - $1.0M1.00%
$1.0M - $2.0M0.95%
$2M+0.50%

Fees are negotiable. Family accounts are aggregated for fee calculation. Annuities are charged 1.0% for values under $1M and 0.50% for $1M and over.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

48 East Gordon Street, Bel Air, MD, 21014

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is a board member of The ARC NCR since 2019. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
The Kelly Group
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
February 2006 - December 2020 · 14 yrs 10 mos
Deutsche Bank Securities INC.Broker
January 2001 - June 2002 · 1 yr 5 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
February 1996 - September 1997 · 1 yr 7 mos
State Registrations1 state
MD
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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