Megan Kelly
Megan Kelly is a registered investment advisor at Fifth Set Private Wealth Management LLC, based in Boynton Beach, FL, with 1 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 63 clients with $160M 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 $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
The firm may combine account values of family members to determine the applicable advisory fee. The firm may elect to charge a flat annual fee in lieu of asset-based fees. These fees generally range from $5,000 to $25,000 based on the complexity and needs of the client. Hourly fees will be charged at a rate of up to $300 per hour depending on the length of time it will take to complete the advisory service and on the nature and complexity of the individual client’s personal circumstances.
Fee Estimator
Location
Boynton Beach, FL
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Fifth Set Private Wealth Management LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
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