Kelly Jones Investment Services provides personalized financial planning and investment management. Advice covers financial objectives, cash flow, insurance, investments, education, retirement, and estate planning. Kelly Jones Investment Services is a fee-based firm and does not receive commissions for purchasing or selling investments, except for occasional insurance products. The firm manages investments under a limited power of attorney, placing trades on behalf of clients.
Assets Under Management$8.6M
Clients18
Advisors1
Avg. per Client$480K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees or account minimum sizes may occasionally be negotiable due to individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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