Kershner Grosso & Co. is a registered investment advisor that manages investment portfolios for individuals, trusts, corporations, and retirement plans. Kershner Grosso works with clients to identify their investment objectives and risk tolerance, then develops and manages an investment plan. They make investment decisions without prior client approval, but subject to client guidelines. The firm's guiding principles include investing their own money alongside clients, taking a long-term approach, acting as a fiduciary, and minimizing client fees.
Assets Under Management$830M
Clients570
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$830M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be waived or reduced at Kershner Grosso's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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