Andrew Kerai is a CFA-designated registered investment advisor at Bearing Financial Advisors, LLC, based in Dallas, TX, with 8 years of industry experience. Andrew 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, Insurance Planning, and 2 more. Their firm serves 133 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bearing Financial Advisors charges a percentage of the total value of your portfolio for investment management. The exact percentage is negotiated with each client.
Location
12720 Hillcrest Rd, Suite 910, Dallas, TX, 75230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a board member of the America Israel Friendship League and Gift of Adoption Fund. He is also a passive investor in Alpha Capital Partners LLC, a managing partner of Alpha Capital Dallas LLC, and a member of the Forbes Finance Council.
Employment History
Current Registrations
Bearing Financial Advisors, LLC
Capital Ideas
Previous Registrations
Rivernorth Capital Management, LLC
State Registrations1 state
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