Meghan Kelly
Meghan Kelly is a registered investment advisor at Vicus Capital, INC., based in Rochester, NY, with 2 years of industry experience. Meghan 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 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
3313 Chili Avenue, Suite B, Rochester, NY, 14624
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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
Meghan works as an investment advisory representative for Vicus Capital, Inc. providing financial planning and asset management, and as an agent selling life insurance, annuities, and long-term care. Meghan also works as a financial professional for Kelly Retirement Services, LLC.
Employment History
Current Registrations
Vicus Capital, INC.
Cetera Wealth Services, LLCBroker
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.