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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Chad Thomas ArringtonRegulatory History
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 →Other Business Activities
Chad is a director and partner liaison for the Financial Planning Association of Maryland, working to develop educational programming and networking opportunities. He also serves as treasurer for the Greater Bel Air Community Foundation, reviewing and recording transactions; both activities require minimal time.