MCKELVEY WEALTH MANAGEMENT, LLC: Your Trusted Financial Expert
McKelvey Wealth Management, LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive financial solutions to clients. With a team of qualified and experienced advisors, they offer a wide range of financial services to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial solutions
- Offers a wide range of financial services
- Helps clients achieve their financial goals
- Secures clients’ financial future
Facts and Insights:
Here are some key facts and insights about McKelvey Wealth Management, LLC:
| Assets Under Management: | $250 million |
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered:
MCKELVEY WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients meet their financial objectives. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types:
The firm caters to a diverse range of clients, including:
- Individuals
- High net-worth individuals
- Business owners
- Retirees
Fees & Compensation:
MCKELVEY WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive commissions or any other form of compensation from financial products. This ensures that their advice is unbiased and in the best interest of their clients. The fees charged are based on a percentage of the assets under management.
Background:
MCKELVEY WEALTH MANAGEMENT, LLC was founded in 2001 by John McKelvey, an experienced financial advisor with over 30 years of experience in the industry. His team of advisors consists of highly qualified and knowledgeable professionals who are committed to providing top-notch service to their clients.
Financial Advisor Disclosures to Know:
As a registered financial advisor, MCKELVEY WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest and disciplinary actions to their clients. They have a clean record of regulatory disclosures, ensuring trust and transparency in their services.