Kevin Kelly
Kevin Kelly is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 25 years of industry experience. Kevin 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 1,958 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Realta Investment Advisors offers investment management services through various programs. The maximum annual fee for the Advisor as Portfolio Manager (APM) program is 2.50%, billed quarterly in advance. For Unified Managed Accounts (UMA) and Separately Managed Accounts (SMA), the maximum annual fee is also 2.50%, billed quarterly in advance, excluding platform fees. The total annual fee for the client (including Realta's fee and third-party platform fees) cannot exceed 3.00%. Fees are negotiable at Realta's discretion.
Location
1201 N. Orange Street, Suite 729, Wilmington, DE, 19801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a partner and private wealth liaison at The Way Investment Advisors LLC, dedicating full-time hours to investment and planning. He also serves as a bursar for The Society of St. Pius X, a religious non-profit, and works as a realtor for Fathom Realty, spending minimal time and about 10-20% of his time, respectively, on these activities.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Triad Advisors, LLC
Triad Advisors LLCBroker
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Trustmark Securities, INC.
Trustmark Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.