Marie Kelley is a registered investment advisor at Stadion Money Management, LLC, based in Watkinsville, GA, with 17 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 47,926 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stadion Money Management's fees for retirement account management, offered as a qualified default investment option (QDIA), generally range from 0.15% to 0.75% per year. Fees for individual participant choice options typically range from 0.35% to 1.00% per year, depending on factors like plan size. For some retirement plans, Stadion waives fees for accounts less than $6,000 and assesses a minimum fee of $120 if that amount is greater than the asset-based fee. Fees for investment advisory services generally range from 0.10% to 0.75%.
Location
1061 Cliff Dawson Rd, Watkinsville, GA, 30677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stadion Money Management, LLC
State Registrations1 state
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