Andrew Kerr is a registered investment advisor at Kerr Wealth Management, based in Fresno, CA, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 615 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kerr Wealth Management manages investment portfolios for clients, charging an annual fee that is negotiable, up to a maximum of 3% of the value of your portfolio. This fee is billed monthly. The exact fee depends on factors like the amount you invest and your relationship with the firm.
Location
7255 N. First Street, Suite 101, Fresno, CA, 93720
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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
Andrew is the CEO/CCO of Kerr Wealth Management, a registered investment advisor, spending nearly full-time on this role with some time dedicated to trading. He is also the CEO of Kerr Insurance Brokers Inc., dedicating about 10% of his time, and a passive partner in Mara, LLC, which owns the building Kerr Wealth operates in, requiring minimal time. Andrew also spends a few hours per week with Kerr Payroll Solutions, LLC, which provides payroll, tax, and accounting services.
Employment History
Current Registrations
Kerr Wealth Management
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Blosser Harrison Wealth Management
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
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.