Kelley Taylor is a registered investment advisor at The Fairman Group, LLC, based in Chesterbrook, PA, with 18 years of industry experience. Kelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 145 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees may vary based on client circumstances and are negotiable. Certain family members of affiliated persons may receive discounted rates. Historical fee schedules may differ.
Fee Estimator
Location
1200 Liberty Ridge Dr Ste 320, Chesterbrook, PA, 19087-5570
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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
The Fairman Group, LLC
State Registrations1 state
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