Kelly Sheahan is a registered investment advisor at Calvert Wealth Management, INC., based in Dunkirk, MD, with 9 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 359 clients with $170M 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
Fee is negotiable on a client-to-client basis. Calvert Wealth Management maintains a $100/quarter minimum fee.
Fee Estimator
Location
3175 West Ward Rd., Suite 120, Dunkirk, MD, 20754
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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
Calvert Wealth Management, INC.
State Registrations1 state
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