Kienan Garn is a registered investment advisor at Heritage Hill Adviser, based in Cochecton, NY, with 4 years of industry experience. Kienan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 7 clients with $270K 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 $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fee Estimator
Location
Cochecton, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kienan is a full-time program manager at The Raymond Corporation, where he has worked since 2014. He dedicates nearly full-time hours to this non-investment related role.
Employment History
Current Registrations
Heritage Hill Adviser
State Registrations1 state
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