Kellett Wealth Advisors provides investment management and financial planning services. Kellett creates portfolios using stocks, bonds, exchange traded funds (ETFs), options, and mutual funds. Kellett also assists in the preparation, calculation, and filing of tax returns for clients who subscribe to their Comprehensive Portfolio Management Service. Kellett also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$340M
Clients465
Advisors3
Avg. per Client$740K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Kellett Wealth Advisors offers two investment management services:
- Asset Management (SIMPLE IRA): The maximum annual fee is 1% of the account value, billed monthly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 1.15% of the account value, billed monthly in advance. This service includes tax preparation at no additional cost.
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