Kelley Investments offers investment management services on both a discretionary and non-discretionary basis. They create customized investment strategies based on your goals, risk tolerance, and financial situation. Kelley Investments also provides financial planning services, ranging from comprehensive plans to focused consultations. They may recommend their wealth management services, which creates a conflict of interest.
Fee Structure
Kelley Investments charges an annual fee based on a percentage of the value of your account, up to a maximum of 1.75%. The exact fee depends on the services you need, the complexity of your situation, and the amount of assets they manage. This fee is deducted from your account monthly. Fees are negotiable. The firm may utilize margin in client accounts and uses the “net value” of the client’s margin account assets for determining fees.