Keely Rock
Keely Rock is a ChFC-designated registered investment advisor at Atlanta Consulting Group Advisors, LLC, based in Atlanta, GA, with 9 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 337 clients with $14B 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 | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable for AUM over $100,000,000. The specific manner in which ACG’s Advisory Fees are charged is usually established in the Advisory Agreement between the client and the Firm. Generally, ACG’s Advisory Fee is billed and payable quarterly in advance. However, in its sole discretion, ACG permits certain clients to pay Advisory Fees in arrears, typically quarterly.
Fee Estimator
Location
5600 Glenridge Drive Ne, Suite 230 - East, Atlanta, GA, 30342
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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
Atlanta Consulting Group Advisors, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
PNC InvestmentsBroker
PNC InvestmentsBroker
Metlife Securities INC.Broker
State Registrations10 states
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