Lawrence W. Kelly & Associates, Inc. (LK&A) offers personalized investment advice and manages client portfolios based on their individual financial situations and goals. LK&A works with clients to develop an investment plan, taking into account their objectives and any specific restrictions. LK&A manages balanced accounts (stocks and bonds), as well as accounts focused solely on stocks or bonds. The firm continuously monitors accounts and provides ongoing investment advice.
Assets Under Management$530M
Clients86
Advisors2
Avg. per Client$6.2M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.65% |
Fees are negotiable. Some clients may pay more or less depending on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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