Jerome Kellner
Jerome Kellner is a registered investment advisor at Kellner Capital Management, INC., based in Philadelphia, PA, with 32 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 75 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kellner Capital Management's fees are calculated as a percentage of the value of your portfolio, including cash. The annual fee ranges from 0% to 2.0% of the assets they manage. The exact fee is negotiable and depends on the size of your account and the services you need. Fees are calculated monthly and charged at the end of each quarter.
Location
1528 Walnut Street, Suite 801, Philadelphia, PA, 19102-3637
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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.
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Jerome is the president and sole employee of Kellner & Associates, P.C., an accounting firm providing accounting and tax services. Approximately 60% of Jerome's time is devoted to this corporation.
Employment History
Current Registrations
Kellner Capital Management, INC.
Previous Registrations
Kellner Capital Management, INC.
State Registrations1 state
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