Kelly Investment Management, operating as Haven Financial Advisory and Cofactor Financial, offers investment advice and financial planning to individuals, families, and small business owners. Services include reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. Financial planning consulting covers risk assessment, investment planning, estate planning, and financial decision-making.
Assets Under Management$570K
Clients3
Advisors1
Avg. per Client$190K
Avg. per Advisor$570K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
The above fee schedule is applied on a blended tier basis. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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