CFP
CFP
John Christopher Kelly
15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningBusiness OwnersEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
4,597 clients
Average Client Portfolio
$543K average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
John Christopher Kelly
Location
5950 Symphony Woods Rd., Suite 600, Columbia, MD, 21044
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Baltimore-Washington Financial Advisors
July 2012 - Present · 13 yrs 7 mos
Previous Registrations
Baltimore Washington Financial Advisors INC
December 2009 - August 2012 · 2 yrs 8 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.
Contact
John Christopher Kelly