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David Kelly
13 Years of Experience
Orland Park, IL
1 DisclosureBroker
David Kelly is a registered investment advisor at Charles Schwab & CO., INC., based in Orland Park, IL, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
14225 95th Ave, Suite 422, Orland Park, IL, 60462
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
July 2005Employment History
Current Registrations
Charles Schwab & CO., INC.
November 2025 - Present · 10 mos
Charles Schwab & CO., INC.Broker
November 2025 - Present · 10 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - September 2025 · 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
November 2016 - July 2018 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
November 2016 - September 2025 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - October 2016 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2012 - October 2016 · 4 yrs
State Registrations4 states
ILINMIWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.