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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

Our Fees

Investment Management Services

Fees for our Investment Management Services are based on the value of the assets in the client's account at the end of each calendar quarter. Fees are based on the following schedule:

$0.00 to $1,000,000
$1,000,001 to 2,000,000
2,000,001 and up

1%   of invested assets
¾ %  of invested assets
½ %  of invested assets

Our minimum annual fee for our Investment Management Services is $5,000 per year, which is $1,250 per calendar quarter.

Financial Plans

Fees for a written financial plan, which contains a long-term cash flow analysis and income tax estimate start at $2,500.00 and are based on an hourly rate of $250.00. Once we have had a chance to review your comprehensive client profile and financial questionnaire it will be easier to determine how long the preparation of your individual plan will take.

Two-Hour Consultations

Office consultations are provided at an hourly rate of $250.00. Our minimum office consultation for new clients is 2 hours.

Get-Acquainted Session

If you are interested in Investment Management, we would like to have you come in for a complimentary get-acquainted meeting. This consultation will give us a chance to talk about your financial situation and how we might help you. We will discuss fees and review samples of retirement plans, investment reports and other relevant documents.

       

 
 
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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