Advisor at Trust Advisory Group Ltd
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Firm
Trust Advisory Group Ltd
Location
Reading, MA 01867
Credentials
Series 66
Industry experience
11 years
Robert Kelly is a financial advisor at Trust Advisory Group Ltd with 11 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, and Advisory Group Equity Services. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors managing roughly $494 million in discretionary assets for over 1,100 clients. The firm employs multiple investment approaches, including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, and utilizes third-party platforms for account rebalancing.
Based on Trust Advisory Group Ltd
Based on Trust Advisory Group Ltd
Up to $5,000 fixed fee for Financial Planning; up to $10,000 fixed fee for Financial Consulting projects.
Up to $500 per hour for financial planning or consulting services.
Account minimum: $25,000 Minimum fee: Minimum Management Fee of 0.10% or $200, whichever is greater, per year per Advisory Account opened with SSI or Schwab ACS; $300 minimum for Unified Managed Accounts (UMA).
123 Haven Street, Suite 2
Reading, MA 01867
Massachusetts
StoneX Securities Inc
2024 - Present (2 years)
Trust Advisory Group, LTD
2019 - Present (7 years)
Advisory Group Equity Services
2011 - 2024 (13 years)
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Is 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.
Is not active or affiliated with:
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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