Edward Kelly
Edward Kelly is a registered investment advisor at Cibc Private Wealth Advisors, INC., based in New York, NY, with 28 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
300 Madison Avenue, 8th Floor, New York, NY, 10017
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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 →Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Previous Registrations
Orion Portfolio Solutions, LLC
Brinker Capital Investments, LLC.
Brinker Capital Securities, LLCBroker
Brinker Capital INC
Genworth Financial Wealth Management, INC.
Capital Brokerage CorporationBroker
Cm Securities, LLCBroker
Pacific Cornerstone Capital IncorporatedBroker
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Nnn Capital CORP.Broker
Curian Capital, LLC
Investment Centers of America, INC.Broker
Rte Securities, INC.Broker
Lincoln Investment Planning, INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations2 states
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