Ryan Kelly is a registered investment advisor at Addicus Advisory, LLC, based in Oxford, MS, with 1 years of industry experience. Ryan 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 190 clients with $270M 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 $3.0M | 1.45% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
406 Enterprise Drive, Oxford, MS, 38655
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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
Addicus Advisory, LLC
State Registrations1 state
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