Michael Kelly
Michael Kelly is a registered investment advisor at Podell Financial Group LLC, based in Fairfield, NJ, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 236 clients with $230M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fee Estimator
Location
271 Route 46W, Suite D105, Fairfield, NJ, 07004
Get directionsHistory
Regulatory History (1)
Criminal
January 2025Other Business ActivitiesSells Insurance
Michael is an independent insurance agent in New Jersey since 2003, selling insurance products. This activity takes about 10-20% of his time and occurs during trading hours.
Employment History
Current Registrations
Podell Financial Group LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Nylife Securities LLCBroker
Worldco, L.L.C.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.