John Kerns is a registered investment advisor at Meridian Investment Counsel, INC., based in Lafayette, CA, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Investment Counsel charges a percentage of the value of your investments each year. The exact percentage is negotiated with each client, up to a maximum of 1.25% annually. The firm's minimum annual fee is $5,000, but this may be waived at Meridian's discretion.
Location
Lafayette, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a portfolio manager and a certified public accountant providing accounting and business-consulting services as a sole proprietor since 1981. He spends a few hours per week on this activity.
Employment History
Current Registrations
Meridian Investment Counsel, INC.
Previous Registrations
Sdr Capital Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.