Brian Kerber
Brian Kerber is a registered investment advisor at Prasad Wealth Partners, based in Independence, OH, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 729 clients with $570M 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 | 2.25% |
| $500K - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees may be negotiable.
Fee Estimator
Location
6050 Oak Tree Blvd., Suite 100, Independence, OH, 44131
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Brian is a board member of Western Gales HOA, dedicating minimal time. Brian is also a licensed insurance agent since 2001 and has a passive real estate investment.
Employment History
Current Registrations
Prasad Wealth Partners
Previous Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLCBroker
Transamerica Capital, INC.Broker
CUNA Brokerage Services, INC.Broker
Ohio National Equities, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
C. J. M. Planning CORP.Broker
Valmark Securities, INC.Broker
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.