Kelley Ellis is a registered investment advisor at Welch & Forbes LLC, based in Boston, MA, with 9 years of industry experience. Kelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 705 clients with $9.2B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For relationships of less than $3,000,000, the rate is 1.25%. Fees, including administrative fees, may be negotiated in Welch & Forbes’ sole discretion considering a client’s special circumstances.
Fee Estimator
Location
45 School Street, Boston, MA, 02108
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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 →Employment History
Current Registrations
Welch & Forbes LLC
Previous Registrations
Prio Wealth LP
Sandy Cove Advisors, LLC
Boston Private Wealth LLC
State Registrations2 states
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