Sean Kelly
Sean Kelly is a registered investment advisor at Kelly Wealth Management, INC., based in Royal Oak, MI, with 3 years of industry experience. Sean 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
Sean works as an insurance agent for Copper Partners II DBA Kelly Capital Partners, selling various insurance products since October 2023. This activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Kelly Wealth Management, INC.
Previous Registrations
J. W. Cole Advisors, INC.
State Registrations1 state
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