Kelly Financial Group (KFG) creates personalized financial plans and manages investment portfolios for clients. KFG collaborates with other professionals like estate planning attorneys and CPAs to provide a holistic approach to financial health. KFG is a fee-only advisor and manages separate accounts, providing impartial advice and customized asset allocations.
Assets Under Management$84M
Clients170
Advisors1
Avg. per Client$500K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees and account minimum are negotiable. Asset level is determined by household.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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