Kelly Bandli
Kelly Bandli is a registered investment advisor at Success Wealth Management LLC, based in Wexford, PA, with 17 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 772 clients with $97M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Location
11676 Perry Highway, Suite 1207, Wexford, PA, 15090
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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 ActivitiesSells Insurance
Kelly is the President/Owner of Bandli Financial Inc, managing and training agents and advising clients on insurance and investment needs, taking more than full-time. She is also an Insurance Agent/Executive Officer at American Senior Benefits and Modern District Financial, focusing on the senior market and spending more than full-time on these activities.
Employment History
Current Registrations
Success Wealth Management LLC
Previous Registrations
The Leaders Group, INC.Broker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations1 state
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.