Kerry Keihn is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Santa Monica, CA, 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 Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,544 clients with $3.3B 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% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged 2%.
Fee Estimator
Location
429 Santa Monica Blvd., Suite 500, Santa Monica, CA, 90401
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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 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
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