Advisor at Valley Forge Investment Consultants, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Forge Investment Consultants, Inc.
Location
Audubon, PA 19403
Credentials
Series 63, Series 65
Industry experience
24 years
Nicole Kelly is a financial advisor with Valley Forge Investment Consultants, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Valley Forge Financial Group since 2018 and previously held positions at Voya Financial Partners, LLC. Valley Forge Investment Consultants, Inc. serves individuals, high-net-worth clients, and institutional investors by providing discretionary and non-discretionary investment management and consulting. The firm focuses on portfolio construction using mutual funds, collective investment trusts, and ETFs, and offers retirement plan consulting and manager recommendations through a structured, long-term client process.
Based on Valley Forge Investment Consultants, Inc.
Based on Valley Forge Investment Consultants, Inc.
Based on Valley Forge Investment Consultants, Inc.
Fixed fees for standalone financial planning services, negotiated per engagement
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.25%
Hourly rates charged for financial planning and consulting services, negotiable based on scope and professional
Account minimum: $1,000,000 Minimum fee: Minimum annual fees of $5,000 for Investment Management Services and $10,000 for discretionary and non-discretionary plan advisory services Fee-only: Negotiable flat fees generally ranging from $7,500 to $125,000 annually for some clients
2500 Monroe Blvd., Suite 100
Audubon, PA 19403
Pennsylvania
Valley Forge Financial Group
2018 - Present (8 years)
M Holdings Securities
2018 - Present (8 years)
Voya Financial Partners, LLC
2015 - 2017 (2 years)
VOYA Financial
2014 - 2017 (3 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.
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.
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.
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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