Adrian Kierans is a registered investment advisor at Cloverhill Capital Management, based in New York, NY, with 12 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 14 clients with $9.1M 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 | 1.25% |
Clients with more than $3,000,000 will have the option to either switch to a flat annual fee that will be negotiable within the range of $36,000 and $50,000, based on complexity and needs of the client, or have their fee remain at 1.25%.
Fee Estimator
Location
447 Broadway, 2nd Flr, #1074, New York, NY, 10013
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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.
Learn about disclosures →Other Business Activities
Adrian is the President of Cloverhill Capital Management, LLC, a Registered Investment Advisor, since 2015. He dedicates full-time hours to investment advisory, financial planning, and wealth management services as a firm principal.
Employment History
Current Registrations
Cloverhill Capital Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. 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.