Kelly Wealth Management (KWM) offers investment advice tailored to clients’ needs and goals. KWM provides investment advisory services through its representatives to accounts opened with KWM. KWM may recommend a third-party advisor to manage client assets. KWM may recommend a bundled fee program for client accounts.
Assets Under Management$130M
Clients404
Advisors2
Avg. per Client$330K
Avg. per Advisor$67M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.48% |
| $250K - $500K | 1.38% |
| $500K - $1.0M | 1.33% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.29% |
Fees are charged quarterly in advance. KWM has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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