Joseph Kelly
Joseph Kelly is a CFA-designated registered investment advisor at Henderson Brothers Financial Partners LLC, based in Pittsburgh, PA, with 5 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 952 clients with $330M 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 $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M+ | 0.80% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
920 Fort Duquesne Boulevard, Pittsburgh, PA, 15222
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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
Henderson Brothers Financial Partners LLC
Previous Registrations
Global Retirement Partners LLC
Meeder Advisory Services, INC.
Sanford C. Bernstein & CO., LLCBroker
State Registrations1 state
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