Robert Kelly is a CFA-designated registered investment advisor at Farther, based in Crawford, NJ, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B 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 | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
Crawford, NJ
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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
Robert is a trustee for Imagine, A Center for Coping with Loss, a charitable organization providing grief support services. He dedicates minimal time to this role and also sits on the Development committee.
Employment History
Current Registrations
Farther
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Sidoti & Company, LLCBroker
State Registrations2 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.