Kevin Colley is a CFP-designated registered investment advisor at Salem Advisory Group LLC, based in Wells, ME, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 288 clients with $76M 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 | 1.25% |
| $2.5M+ | 1.25% |
Fees are negotiable and calculated using an average daily balance. Pension consulting fees range from 0.1% to 1.50%. Section 3(21) advisory services for 401(k) plans are charged at 0.5%.
Fee Estimator
Location
1332 Post Road, Suite 2A, Wells, ME, 04090
Get directionsHistory
Regulatory History (1)
Regulatory
June 2018Other Business Activities
Kevin is an ad hoc, non-voting member of the investment committee for Cheverus High School, a non-profit Jesuit high school. This activity, which is not investment-related, requires minimal time.
Employment History
Current Registrations
Salem Advisory Group LLC
Previous Registrations
H. Beck, INC.Broker
Lighthouse Investments
Fsc Securities CorporationBroker
Commonwealth Financial NetworkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.
Exams
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