Abby Kelliher is a CFP-designated registered investment advisor at Edward Jones, based in Honolulu, HI, with 11 years of industry experience. Abby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
733 Bishop St Suite 2525, Honolulu, HI, 96813-4022
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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
Abby is involved in real estate investment through CH Gresham, LLC and CH Sunnyslope, LLC, both started in 2015. She dedicates minimal time to these activities.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Mfs Fund Distributors, INC.Broker
Northern Lights Distributors, LLCBroker
State Registrations15 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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