Kelly Financial Group provides investment advice and manages client assets, primarily through mutual funds in model portfolios. They offer various services, including portfolio management, investment consulting, financial planning, retirement planning, business succession planning, and estate planning. The Kelly Group uses a team approach, including Certified Financial Planners, to provide personalized service based on the client's financial situation and goals. They also offer financial planning and consulting services on a comprehensive or limited basis, typically in conjunction with investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $200K | 1.40% |
| $200K - $300K | 1.30% |
| $300K - $400K | 1.20% |
| $400K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.50% |
These are marginal rates. All assets belonging to the members of a household or family are aggregated for purposes of the fee calculation. The Kelly Group reserves the right to charge more or less than the amount set forth in its standard fee schedule, depending on the complexity of the engagement and other factors, in its sole discretion.