Kerry Stirton is a registered investment advisor at Longwall Family Office, based in Toronto, with 4 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 36 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Location
Toronto
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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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Kerry is the Corporate Secretary/President of Scaleable Magic, an AI-based media company, spending minimal time on administrative tasks. Kerry is also a Director/Co-Portfolio Manager for Longwall Partners Fund, an offshore fund of hedge funds, dedicating about 10-20% of their time to this role.
Employment History
Current Registrations
Longwall Family Office
Previous Registrations
Praxia Financial Services, LLC
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.