Kiely Capital Management provides financial planning and investment management services. Financial planning includes retirement projections, cash flow analysis, and income tax forecasts. Investment management involves constructing a portfolio of mutual funds and ETFs based on the client's risk tolerance and financial goals. They combine financial planning, investment management, and income tax services into one package for one fee.
Assets Under Management$59M
Clients42
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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