Andrew Kerr is a registered investment advisor at Kerr Wealth Management, based in Oakwood, OH, with 11 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, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 550 clients with $130M 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 | 3.00% |
Fees are negotiable and set at no more than 3% annually based on assets under management.
Fee Estimator
Location
Oakwood, OH
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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 Advisors, INC.
Blosser Harrison Wealth Management
Lincoln Financial Securities Corporation
State Registrations3 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.
Exams
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