A complete list of active advisors currently associated with Mort Kelly Financial Services, LLC
Warmer can help you find a great advisor at Mort Kelly Financial Services, LLC or one who fits your needs even better.
Mort Kelly Financial Services provides financial planning, portfolio management (both discretionary and non‑discretionary), and recommends third‑party advisers, with primary investment coverage of mutual funds and exchange‑traded funds. The firm charges a mix of hourly, fixed and percentage‑of‑AUM fees and offers written and targeted financial plans and monitoring services. The firm tailors investment strategies to individual client objectives using fundamental and technical analysis and employs both long‑ and short‑term purchase strategies, with continuous monitoring and at least annual formal reviews. It may refer clients with smaller account sizes to third‑party managers and oversees relationships with recommended managers as a strategic manager when engaged. A distinctive feature is the firm’s periodical and subscription offering: clients receive a monthly newsletter free and non‑clients may subscribe for $25 per year, and the brochure also lists paid verbal and written research reports. The principal is also a licensed insurance producer who earns commissions on insurance sales (a disclosed conflict of interest the firm may offset against advisory fees) and the firm has a solicitation agreement with Absolute Capital Management under which it may share in up to half of third‑party advisory fees.
To learn more about the advisors currently working at Mort Kelly Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 20
|
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