Jeffrey Kerman
Jeffrey Kerman is a registered investment advisor at Premier Wealth Advisors, LLC, based in New York, NY, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 567 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premier Wealth Advisers manages investments for an annual fee based on the value of your portfolio. The fee varies depending on the amount you invest. Here are some example fee ranges:
- $100,000 - $249,999: 1.25% - 2.00%
- $250,000 - $499,999: 1.00% - 1.75%
- $500,000 - $999,999: 0.85% - 1.60%
- $1,000,000 - $2,000,000: 0.75% - 1.50%
- $2,000,000 to $5,000,000: 0.50% – 1.25%
- $5,000,000 to $10,000,000: 0.25% – 1.00%
- $10,000,000 to $20,000,000: 0.15% – 0.75%
- More than $20,000,000: 0.10% – 0.50%
The fee is charged quarterly, in advance, based on the value of your investments on the last day of the previous quarter.
Location
1411 Broadway, 16th Floor, New York, NY, 10018
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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 ActivitiesSells Insurance
Jeffrey is a licensed attorney providing tax law, estate planning, asset protection, and elder law services, dedicating minimal time to this. He is also an independent licensed insurance agent recommending insurance products, and an owner of Wealth Partners Advisors, LLC, a management company, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Premier Wealth Advisors, LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
Wealth Partners Advisors LLC
First Allied Securities, INC.
First Allied Securities, INC.Broker
State Registrations2 states
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.