Kelly Mcgrath
Kelly Mcgrath is a registered investment advisor at State Farm Investment Management CORP., based in Troy, NY, with 17 years of industry experience. Kelly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
233 N Greenbush Rd, Troy, NY, 12180
Get directionsHistory
Regulatory History (1)
Regulatory
June 1998Other Business ActivitiesSells Insurance
Kelly owns and operates Kelly McGrath's Insurance Agency, an insurance agency affiliated with State Farm. She services customers and supervises employees, dedicating about half of her time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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
More Advisors
- Steven Bouchey, CFPBouchey Financial Group, LTD.
- Robert Mcguirk, CFPOsaic Wealth, INC.
- Vincenzo Testa, CFPBouchey Financial Group, LTD.
- Catherine Buck, CFPBouchey Financial Group, LTD.
- Carl Kempf, CFPCarissima Capital LLC
- Scott Strohecker, CFPBouchey Financial Group, LTD.