Kelly Holleran is a CFP-designated registered investment advisor at Walsh & Associates, LLC, based in Sarasota, FL, with 1 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,170 clients with $660M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
OMP advisory fees range from 0.00% to 2.50%.
Fee Estimator
Location
2350 Fruitville Rd, Suite 201, Sarasota, FL, 34237
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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 Activities
Kelly is involved with Walsh and Associates LLC, functioning as a DBA for LPL business and a registered investment advisor. She dedicates a full-time commitment to providing administrative support to the firm.
Employment History
Current Registrations
Walsh & Associates, LLC
LPL Financial LLCBroker
State Registrations1 state
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