William Kelly is a registered investment advisor at Generous Wealth Management, based in Hull, MA, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 72 clients with $55M 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 $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. If GWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. The Outside Manager’s advisory fees, billing schedule, and payment procedures are set forth in their separate written disclosure documents, advisory agreements, and/or the account opening documents of your account Custodian. Currently, the Outside Manager we utilize charges an annual fee of 0.50% of the assets under management, calculated based on the average daily balance of the account. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
Hull, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Generous Wealth Management
Previous Registrations
Verity Capital Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
State Registrations1 state
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