Kelly Financial Group manages investment portfolios and provides personalized financial planning, retirement planning, business succession planning, and estate planning. Kelly Financial Group tailors its advice to each client's specific needs, utilizing a team approach that includes Certified Financial Planner professionals. The firm primarily constructs diversified model portfolios using active and institutional mutual funds. In addition to investment management, Kelly Financial Group offers standalone financial planning services and advice to qualified retirement plans. The firm acts with the authority to make trades without asking first based on an agreed-upon investment policy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $200K | 1.40% |
| $200K - $300K | 1.30% |
| $300K - $400K | 1.20% |
| $400K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.50% |
Fees are negotiable. Family accounts are aggregated for fee calculation. Annuities are charged 1.0% for values under $1M and 0.50% for $1M and over.