How does the advisor help clients – Key Takeaways:
Kelly Wealth Management, Inc. is a reputable financial advisory firm dedicated to providing quality financial services to its clients. Their team of expert advisors help individuals, families, and businesses achieve financial success and security through strategic planning and management of their assets.
- Provides personalized financial plans and advice tailored to each client’s unique goals and needs
- Offers a wide range of financial services to support clients at every stage of life
- Actively manages client portfolios and regularly monitors and adjusts investments to ensure maximum returns
- Emphasizes open communication and education to ensure clients understand their financial decisions and feel confident in their financial management
Facts and Insights
Kelly Wealth Management, Inc. has established itself as a trusted financial advisory firm with a strong track record of success. Here are some key facts and insights about the company:
- Founded in 2005, the firm has over 15 years of experience in the financial industry
- As of 2020, they have over $500 million in assets under management, indicating a strong portfolio performance
- Their team consists of 10 highly qualified and experienced advisors who work closely with clients to achieve their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
| 2019 | $450 | 8 |
Financial Services Offered
Kelly Wealth Management, Inc. offers a comprehensive range of financial services to help clients reach their financial goals and secure their future. Some of their key services include:
- Portfolio management
- Wealth management
- Retirement planning
- Estate planning
- Education planning
- Insurance planning
Client Types
Kelly Wealth Management, Inc. caters to a diverse range of clients, including individuals, families, and businesses. Their team of advisors has experience working with clients from various backgrounds and financial situations, making them well-equipped to handle different needs and goals.
Fees & Compensation
At Kelly Wealth Management, Inc., transparency is key when it comes to fees and compensation. They work on a fee-only basis, meaning they do not receive commissions from any products or services recommended to clients. This ensures that their advice is unbiased and solely based on the client’s best interests. Fees are determined based on the services provided and are clearly outlined to clients before any decisions are made.
Background
Kelly Wealth Management, Inc. was founded in 2005 by John Kelly, a highly experienced and qualified financial advisor with over 20 years of industry experience. John’s vision was to create a firm that prioritizes client success and provides customized solutions to help them reach their financial goals. Today, the firm has grown to become one of the leading financial advisory firms in the industry, with a reputation for excellence and trust.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures from their financial advisor. At Kelly Wealth Management, Inc., their advisors adhere to strict ethical and professional standards. As a fiduciary, they are legally obligated to act in their clients’ best interests at all times. They also disclose any potential conflicts of interest to their clients and prioritize transparency in all their financial dealings.