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
Get directionsRegulatory 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.
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Joseph is a board member of The Academy of Finance at Edgewood Highschool since 2018. This requires minimal time and is not investment-related.