| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and subject to various objective and subjective factors.
4807 Innovate Lane, Madison, WI, 53718
Get directionsNo 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 →Kelly spends most of her time (95%) on advisory services through Baker Tilly Capital, LLC and Baker Tilly Wealth Management, LLC. She also has several passive investments and owns a holding company for short-term rentals, and is an insurance agent since June 2023.