Nicole Kelly
Nicole Kelly is a registered investment advisor at Valley Forge Investment Consultants, INC., based in Audubon, PA, with 24 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 523 clients with $2.8B 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
VFIC will consider an alternative fee arrangement under certain circumstances.
Fee Estimator
Location
2500 Monroe Blvd., Suite 100, Audubon, PA, 19403
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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 Activities
Nicole is an independent investment advisor for retirement plan and wealth management clients through Valley Forge Financial Group. This is a full-time commitment for Nicole.
Employment History
Current Registrations
Valley Forge Investment Consultants, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Voya Financial Partners, LLCBroker
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLCBroker
Planco Financial Services, INC.Broker
State Registrations1 state
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.