Kelly & Associates offers investment management services to clients based on their individual needs and goals. They develop a personal investment policy and manage a portfolio based on that policy. Kelly & Associates primarily recommends mutual funds offered by Dimensional Fund Advisors (DFA), but may also recommend ETFs or individual securities. They manage accounts on a non-discretionary basis.
Assets Under Management$8.9M
Clients28
Advisors2
Avg. per Client$320K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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