The Kelly Group
Assets Under Management
$953.2M
Number of Clients
1,104
Number of Advisors
14
Average Client AUM
$863K
AUM per Advisor
$68.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kelly Financial Group, LLC, an SEC-registered investment advisory firm since 2020, offers ongoing investment advice and management of client assets. Services include portfolio management, investment consulting, financial planning, retirement planning, business succession planning, and estate planning. They primarily advise on mutual funds within model portfolios, tailoring advice to individual client needs and objectives.
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
Location
48 East Gordon Street, Bel Air, MD, 21014