Joseph Kelly is a registered investment advisor at Joseph C. Kelly & Associates, INC., based in Middletown, NJ, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Joseph C. Kelly & Associates charges a percentage of the assets they manage for investment management services. The fee ranges from 1.0% to 1.5% per year, depending on the type of investments. This fee is billed quarterly in advance. You can end the agreement at any time, and you'll only be charged for the days they managed your investments.
Location
165 Bamm Hollow Road, Middletown, NJ, 07748
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the owner and principal of Kelly & Co., a CPA practice, dedicating nearly full-time hours to it. He is also the president/owner of Joseph C. Kelly & Associates, Inc., a registered investment advisory service, spending about 10-20% of his time on investment advisory duties. Joseph also works as a mortgage solicitor for TFS Mortgage Corporation, Inc., with varying time commitment.
Employment History
Current Registrations
Joseph C. Kelly & Associates, INC.
State Registrations1 state
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