Patrick Kelly is a registered investment advisor at Dmkc Advisory Services, LLC, based in Des Moines, IA, with 3 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 500 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMKC Advisory Services manages investments through Atlas, Anchor, and separately managed investment strategies. The annual advisory fee is up to 1.50% and is determined based on the amount of assets managed, investment objectives, and complexity of the client's financial situation. Fees are charged quarterly in advance. There is a $1,000 minimum annual fee for Atlas and separately managed investment strategies, and a $200 minimum annual fee for Anchor.
Location
3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick owns commercial real estate and is the manager of the property, dedicating a few hours per week. He is also a trustee for the Daniel M. Kelly 2004 Trust and Lemonade Springs, spending minimal time on the former and a few hours per week on the latter.
Employment History
Current Registrations
Dmkc Advisory Services, LLC
D.M. Kelly & CompanyBroker
Previous Registrations
Dm Kelly & CompanyBroker
State Registrations3 states
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