Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
All assets belonging to members of a household or family are aggregated for fee calculation. Minimum quarterly fee of $550.
Fee Estimator
The Kelly Group's fees for investment management are based on assets under management (AUM) and billed quarterly in advance, subject to a minimum quarterly fee of $550. For financial planning only, fees are negotiated and charged on a fixed fee basis, generally ranging from $1,500 to $3,500, but can be as much as $10,000 or more depending on complexity. Some legacy clients are charged hourly, but this is not offered to new clients. The firm also has separate fee schedules for qualified plans and annuities.
Areas of Practice
Advisor Information
Office location
48 East Gordon Street, Bel Air, MD, 21014
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Bryan Elliott KellyRegulatory History (1)
Customer Dispute
February 2010Other Business Activities
Bryan is involved in several outside business activities, including serving on the board of directors for Upper Chesapeake Medical Center and its foundation, as well as Harford Bank. He also owns commercial real estate, is the president of The Darlington Company, owns Kelly Financial Group, is a partner in Strength Through Fellowship, LLC, and is a board member of Atlas Point, LLC.