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Kiely Capital Management
Bernie and Yvonne Kiely
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   Call Kiely Capital Today 973-455-1894 973-455-1894

Why Fee Only

By choosing a Fee-Only investment advisor, you are eliminating financial conflicts and bringing transparency to your professional relationship. While brokers will offer financial advice, their compensation is based on a fee or commission for the financial products they sell.

A Fee-Only advisor is paid directly by you, the client. They do not receive any other form of compensation from your account. This eliminates any type of conflict of interest from a broker/dealer, insurance company or mutual fund family who markets specific financial instruments.

Your Fee-Only advisor serves as a fiduciary, which means they are legally required to act in your best interest. They can offer unbiased advice and a clear and straight-forward fee structure. But most importantly, you know that they are working for you.

When choosing a Financial Advisor, always look for the Fee-Only registered trademark.

 

 

 

 

       

 
 
Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.

“The only thing we sell is good advice.”

 

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