William Kelly
William Kelly is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 27 years of industry experience. William 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 270,365 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:
- Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
- Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.
These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.
Location
One Nationwide Plaza, 03-07-202, Columbus, OH, 43215
Get directionsHistory
Regulatory History (2)
Regulatory
January 2019Employment Separation After Allegations
June 2017Employment History
Current Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Previous Registrations
MML Distributors, LLCBroker
Voya Financial Partners, LLCBroker
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
State Registrations5 states
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.