Kelsey Financial provides investment management and financial planning services to individuals, high-net-worth individuals, and institutional clients. They use model portfolios and may refer clients to third-party money managers. They also offer pension consulting services and manage variable annuity sub-accounts and held-away assets. Financial planning can be comprehensive or focused on specific goals.
Fee Structure
Kelsey Financial's investment management fees are a percentage of the value of your investments. The maximum fee is 1.50%, and the rate may decrease as your account grows. The firm also manages variable annuity sub-accounts and held-away assets, with similar fee structures. The examples provided show how the annual fee decreases as the amount you invest increases.