MK
CFA · CFP
MK
CFA · CFP

Matthew Sean Kelly

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
532 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable depending on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6263 N. Scottsdale Road, Suite 200, Scottsdale, AZ, 85250

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ironwood Investment Counsel, LLC
January 2013 - Present · 13 yrs 1 mo
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.
Matthew Sean Kelly - Financial Advisor | TrueAdvisor