Colleen Sorrentino is a CFA-designated registered investment advisor at Kelleher Financial Advisors, LLC, based in New York, NY, with 33 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 335 clients with $1B 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 $2.0M | 0.75% |
| $2M+ | 0.50% |
This fee schedule applies to the Starboard Advisors Division. Kelleher Financial Advisor Division and Battery Park Capital Division charge fees ranging from 0.50% to 1.50%.
Fee Estimator
Location
100 Wall Street, Suite 804, New York, NY, 10005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kelleher Financial Advisors, LLC
Wall Street AccessBroker
Previous Registrations
Wall Street Advisor Services, LLCBroker
Wall Street Advisors, LLC
State Registrations12 states
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