Ryan Kelly is a CFP-designated registered investment advisor at Duke and Duke Wealth Management LLC, based in Doylestown, PA, with 11 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 244 clients with $100M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable based on the representative, client type, complexity, and account composition.
Fee Estimator
Location
3359 Durham Road, Suite 100, Doylestown, PA, 18902
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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
Duke and Duke Wealth Management LLC
Previous Registrations
Thrive Wealth Management, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Thrive Capital Management, LLC
1914 Advisors
Boenning & Scattergood, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott 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.
Exams
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