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Katherine A Kelly

MAI Capital Management, LLC

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About Katherine A Kelly

Katherine Kelly is an Investment Adviser Representative registered in Ohio. Katherine is a registered representative with MAI Capital Management, LLC, and has been in the industry since 2016. Katherine has a Series 65 and SIE designation. Katherine is a financial professional who is committed to helping clients reach their financial goals. Katherine has experience working with a variety of clients, including high-net-worth individuals, families, and businesses.

Firm Information

Katherine Kelly is currently registered with MAI Capital Management, LLC. MAI Capital Management, LLC is an investment advisor headquartered in Cleveland, Ohio. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. MAI Capital Management manages approximately $19.71 billion in assets for a diverse clientele, including individuals, corporations, charitable organizations, and pension plans.
MAI Capital Management, LLC

6050 OAK TREE BLVD

CLEVELAND, OH 44131

$19.71B

Assets Under Management

160

Total Clients

188

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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due diligence/research

Due diligence/research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of non-investment income

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Katherine Kelly’s Registration & Firm History

OH

03/01/2023 - Present

MAI Capital Management, LLC (CLEVELAND OH)

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Licenses & Designations

IA

Issued 02/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine A Kelly.
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