Michael Kelly is a ChFC-designated registered investment advisor at Canopy Financial Solutions, based in Sanford, NC, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $9.1M 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 | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Sanford, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a consultant for Brick City Law, providing financial consulting for legal clients initially engaged in estate planning and business-related matters.
Employment History
Current Registrations
Canopy Financial Solutions
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Empower Financial Services, INC.Broker
First Citizens Asset Management, INC
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations1 state
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.