Lisa Kelly is a CFP, PFS-designated registered investment advisor at Federmann Financial Advisors INC., based in Rocky Point, NY, with 4 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 58 clients with $110M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable. Minimum annual fee of $2,500 for investment advisory services.
Fee Estimator
Location
745 Route 25A, Suite C, Rocky Point, NY, 11778
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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
Federmann Financial Advisors INC.
State Registrations1 state
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