Kelly Financial Services provides wealth management services, managing client investment portfolios based on their goals and financial situations. They invest in various securities, including stocks, bonds, mutual funds, and exchange-traded funds. Kelly Financial Services also offers financial planning services, charging an hourly or monthly rate, plus additional fees based on the type of plan. They may recommend fixed index annuities and use third-party investment advisors with client consent.
Assets Under Management$510M
Clients1,401
Advisors6
Avg. per Client$360K
Avg. per Advisor$84M
Fee Structure
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. There is a minimum annual fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...