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How does the Advisor Help Clients – Key Takeaways:
- Kelly and Associates provide financial expertise to clients.
- With years of experience and a team of professionals, they assist clients with achieving their financial goals.
- Their comprehensive services cover a wide range of financial areas.
- They offer personalized financial plans tailored to each client’s needs and goals.
Facts and Insights
Kelly and Associates is a well-established financial advisory firm that has been providing services to clients for over 20 years. They offer expert advice and guidance in investments, retirement planning, tax planning, estate planning, and more. Their team of professionals has extensive knowledge and experience in the financial industry, making them a trusted source for financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Business planning
- And more
Client Types
Kelly and Associates cater to a diverse range of clients, including individuals, families, business owners, and corporations. They understand that each client has different financial needs and goals, and they tailor their services accordingly. Their team has experience working with clients from various industries and backgrounds, providing them with a well-rounded understanding of different financial situations.
Fees & Compensation
Kelly and Associates typically charge a percentage of the assets they manage for clients. This fee structure ensures that their interests align with the clients’ goals, as their compensation is directly tied to the performance of the assets under management. They also offer fee-only services, meaning they do not receive commissions or other incentives for recommending specific products or services to clients. This approach ensures that their advice is always unbiased and in the best interest of the client.
Background
Kelly and Associates was founded by John Kelly, a highly respected and renowned financial expert with over 30 years of experience in the industry. He assembled a team of advisors who share his passion for helping clients achieve financial success and security. With their combined knowledge and expertise, they have consistently provided outstanding services to their clients and established a strong reputation in the financial industry.
Financial Advisor Disclosures to Know
- Kelly and Associates are registered with the Securities and Exchange Commission (SEC).
- They are also members of the Financial Industry Regulatory Authority (FINRA).
- They have a clean record with no disciplinary actions or sanctions.
- Their advisors are required to act in the best interest of their clients at all times.
- They have a fiduciary duty to their clients, meaning they must prioritize the clients’ interests above their own.