Alistair Kelly
Alistair Kelly is a CFP-designated registered investment advisor at Stonex Advisors INC., based in Hermitage, PA, with 38 years of industry experience. Alistair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
850 South Hermitage Road, Suite B16, Hermitage, PA, 16148
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Regulatory History (1)
Judgment / Lien
October 2003Other Business ActivitiesSells Insurance
Alistair is an insurance agent selling and servicing life insurance, dedicating minimal time to this activity. He is also the current year president of the Rotary Club of Sharon, spending a few hours per week on club activities.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Keogler, Morgan & Company, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.