Joseph C. Kelly & Associates offers financial planning and asset management services. Financial planning involves analyzing a client's financial situation and objectives to create a plan. Asset management involves managing a client's investments based on their risk tolerance and goals. The firm primarily advises on individual stocks, mutual funds, corporate and municipal debt, and U.S. Government securities.
Fee Structure
Joseph C. Kelly & Associates charges a percentage of the assets they manage for investment management services. The fee ranges from 1.0% to 1.5% per year, depending on the type of investments. This fee is billed quarterly in advance. You can end the agreement at any time, and you'll only be charged for the days they managed your investments.