THE KELLY GROUP
Bel Air, Maryland
4.0
4 Reviews
The Kelly Group is a highly regarded local investment advisory firm located in Bel Air, MD. With a strong presence across three offices, they have established themselves as trusted financial advisors. Among their 21 employees, 13 specialize in providing investment advisory services, showcasing their commitment to delivering expert guidance. The firm's investment advisors have an average of $52,470,000 in assets under management, a figure that aligns with the industry average. The Kelly Group's compensation structure is versatile, encompassing various methods such as a percentage of assets under management, hourly charges, and fix...
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Assets Under Mgmt

$682.14M

Investment Professionals

13

Locations

2

% 401K & Individual

38%

% Discretionary

92%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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