David Kerwin is a CFA-designated registered investment advisor at Kerwin Asset Management, LLC, based in Edina, MN, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
Edina, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kerwin Asset Management, LLC
State Registrations2 states
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