Michael Kelly is a CFP-designated registered investment advisor at Procyon, based in Shelton, CT, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,444 clients with $7.8B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | Included |
Fees may be negotiable for accounts over $100,000,000. Certain Clients who joined the Advisor through acquisitions may continue to be charged fees under their legacy fee schedules.
Fee Estimator
Location
1 Corporate Drive, Suite 225, Shelton, CT, 06484
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Michael is a shareholder in Tkm Consulting DBA Sefide Global, a food and beauty product broker, but dedicates no time to it. He is also a partner in Procyon Risk, LLC (insurance) and Procyon Tax, LLC (tax), spending minimal time on the latter.
Employment History
Current Registrations
Procyon
Previous Registrations
Procyon Institutional Partners, LLC
Pivotal Planning Group, LLC
Godsey & Gibb Wealth Management
Banc of America Investment Services, INC.
Charles Schwab & CO., INC.
State Registrations1 state
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