Advisor at Clover Leaf Financial LLC
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Firm
Clover Leaf Financial LLC
Location
Fairport, NY 14450
Credentials
Series 63, Series 65
Industry experience
17 years
Daniel Kelley is a financial advisor at Clover Leaf Financial LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial LLC, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Clover Leaf Financial LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, and retirement plan sponsors. The firm employs a research-based, long-term approach focused on diversified, low-cost ETFs, strategic asset allocation, and tax-aware strategies, managing approximately $100 million in assets.
Financial planning services may be charged a flat fee ranging from $1,000 to $5,000 per project.
Financial planning services charged hourly at $250 to $500 per hour.
Account minimum: $250,000 Fee-only: Portfolio management fees typically range from 0.50% to 1.50% annually, negotiated individually. Financial planning fees range from $250 to $500 per hour or $1,000 to $5,000 per project.
1387 Fairport Rd., Suite 620
Fairport, NY 14450
Florida
LPL Financial
2020 - Present (6 years)
Cetera Advisor Networks LLC
2019 - 2020 (1 year)
Summit Financial Group Inc
2018 - 2020 (2 years)
Summit Brokerage Services, Inc.
2018 - 2019 (1 year)
Clover Leaf Financial, LLC
2017 - 2020 (3 years)
Cadaret, Grant & Co., Inc.
2017 - 2018 (1 year)
Clover Leaf Financial, LLC.
2015 - 2020 (5 years)
Clover Leaf Financial, LLC
2014 - 2020 (6 years)
LPL Financial
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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