Mary Kelly
Mary Kelly is a registered investment advisor at Kelly Wealth Management, INC., based in Royal Oak, MI, with 6 years of industry experience. Mary 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 404 clients with $130M 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 $250K | 1.48% |
| $250K - $500K | 1.38% |
| $500K - $1.0M | 1.33% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.29% |
Fees are charged quarterly in advance. KWM has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Location
26676 Woodward Avenue, Royal Oak, MI, 48067
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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 ActivitiesSells Insurance
Mary is an insurance agent at Copper Partners II dba Kelly Capital Partners, selling various insurance products since 2017. This takes a full-time commitment.
Employment History
Current Registrations
Kelly Wealth Management, INC.
Previous Registrations
J. W. Cole Advisors, INC.
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.