Advisor at Salem Advisory Group LLC
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Firm
Salem Advisory Group LLC
Location
Wells, ME 04090
Credentials
CFP®, Series 63
Industry experience
27 years
Kevin Colley is a CFP® with 27 years of industry experience, currently serving at Salem Advisory Group LLC since 2009. He has been self-employed since 1983. Colley also serves as an ad hoc non-voting member of the investment committee at Cheverus High School, a nonprofit Jesuit high school in Portland, ME. Salem Advisory Group LLC works with individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm provides tailored investment strategies using fundamental and technical analysis, with quarterly account reviews and custody through Charles Schwab.
Based on Salem Advisory Group LLC
Based on Salem Advisory Group LLC
$0 - $999,999: 0.1% - 1.50%, Negotiable $1,000,000 - $2,499,999: 0.1% - 1.25%, Negotiable $2,500,000+: 0.1% - 1.25%, Negotiable
Commissions from insurance product sales at non-negotiable rates; paid at time of purchase.
Fee-only: Annual fees based on assets under management, negotiable within stated ranges.
1332 Post Road, Suite 2 A
Wells, ME 04090
Florida · Maine · Massachusetts · New Hampshire · Ohio · Texas
Salem Advisory Group, LLC
2015 - Present (11 years)
Salem Advisory Group, Llc
2009 - Present (17 years)
SELF EMPLOYED
1983 - Present (43 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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Salem Advisory Group LLC
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