Kerry Keihn is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Candler, NC, with 8 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 9 more. Their firm serves 1,574 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Private, illiquid investments are charged up to 2%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Candler, NC
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 →Other Business Activities
Kerry is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and spends minimal time on this. Kerry also serves on the board of The Future Finance Board, a non-investment related activity, dedicating minimal time to quarterly meetings and scholarship application reviews.
Employment History
Current Registrations
Abacus Wealth Partners
Previous Registrations
Prime Capital Financial
Earth Equity Advisors, LLC
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.
Exams
More Advisors
- Kelly Roark, CFPCambridge Investment Research Advisors, INC.
- Eric Collier, CFASmi Advisory Services, LLC
- Gary Lutes, CFATillman Hartley LLC