Timothy Kelley is a CFP-designated registered investment advisor at Envestnet Pmc, based in Berwyn, PA, with 24 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,021,610 clients with $530B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envestnet's fees vary depending on the program and the managers selected. These fees do not include advisor fees, which generally range from 0.80% to 1.10%. Mutual funds and ETFs also have internal operating expenses. When Tax Overlay or Values Overlay Services are used, there is an additional fee of 0.02% - 0.10%.
Location
1000 Chesterbrook Blvd, Suite 250, Berwyn, PA, 19312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Envestnet Pmc
Previous Registrations
Westmoreland Capital CorporationBroker
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
Rittenhouse Asset Management, INC.
Nuveen Investments, LLCBroker
Lazard Freres & CO. LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations2 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.