Assets Under Management
$953.2M
Number of Clients
1,104
Number of Advisors
14
Average Client AUM
$863K
AUM per Advisor
$68.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kelly Financial Group offers investment advice and manages client assets, primarily mutual funds. They provide portfolio management, investment consulting, financial planning, retirement planning, business succession planning, and estate planning. They use a team approach and a consistent investment process based on the client's financial plan.
| Assets Under Management | 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% |
48 East Gordon Street, Bel Air, MD, 21014