Kelly Financial Services provides wealth management and financial planning services primarily to individuals, high-net-worth individuals, and small businesses. Kelly Financial Services focuses on investment strategies geared toward income and capital growth while preserving capital, making the firm a popular choice for clients who are nearing retirement or already retired. The firm's core service is managing investment portfolios based on each client's specific goals, risk tolerance, and financial situation, investing in individual stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. In addition to portfolio management, Kelly Financial Services offers financial planning services tailored through hourly or monthly rates, and provides non-discretionary management for variable annuities and employer-sponsored retirement accounts. The firm also offers fixed index annuities through licensed insurance agents.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is not to exceed 1.5%. All fees are negotiable and subject to a minimum annual fee of $500.