Conor Kelly
Conor Kelly is a CFP-designated registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 23 years of industry experience. Conor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211
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
Conor is a managing member of Affordable Mudjacking, co-founder of Routine Success, and an insurance agent for Prime Capital Risk Management selling fixed insurance products. He also serves as an outside director for Bison State Bank and Finance Chair for Visitation Catholic School.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
The Etf Store, INC.
Securian Financial Services, INC.
State Registrations3 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.
Exams
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