CFP
John Christopher Kelly
15 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Firm Size
13 advisors
Compensation
Fee-Only (AUM)
Number of Advisors
13 advisors
Number of Clients
4,597 clients
Average Client Portfolio
$543K average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $6,500
BWFA offers financial planning, investment management and tax services. Financial planning fees are fixed based on the project scope, such as $6,500 for a retirement plan or $1,000 for financial plan reviews. Investment management fees are based on a percentage of assets under management. Tax preparation fees are based on the number and type of forms required. Employer-sponsored retirement plan services fees are negotiable and typically range from 0.25% to 0.75%.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersFinancial Planning & Coaching
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Advisor Information
Office location
5950 Symphony Woods Rd., Suite 600, Columbia, MD, 21044
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John Christopher KellyRegulatory History
Clean regulatory record
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
Baltimore-Washington Financial Advisors
July 2012 - Present · 13 yrs 6 mos
Previous Registrations
Baltimore Washington Financial Advisors INC
December 2009 - August 2012 · 2 yrs 8 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.