Erin Kerr is a CFA-designated registered investment advisor at Choate Investment Advisors, based in Boston, MA, with 8 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 653 clients with $10B 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% |
Annual fee ranges up to 1.25% of the value of assets under management. Flat fees may be negotiated in limited circumstances. Discounts are available for current and former employees, law firm partners, and their family members.
Fee Estimator
Location
Two International Place, Suite 3000, Boston, MA, 02110
Get directionsHistory
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 →Employment History
Current Registrations
Choate Investment Advisors
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.
Exams
More Advisors
- Jessica Welch, CFPChoate Investment Advisors
- Amy Qiu, CFPChoate Investment Advisors
- Tamer Alamuddin, CFAChoate Investment Advisors
- Harrison Odaniell, CFAChoate Investment Advisors
- Kelsey Sullivan, CFAChoate Investment Advisors
- Jacob Kidder, CFAChoate Investment Advisors