Kelleher Financial Advisors manages investment portfolios and provides financial consulting for individuals, families, and institutions through three specialized divisions: Kelleher Financial Advisor Division, Starboard Advisors, and Battery Park Capital. The firm tailors its services to each client's specific financial goals and risk tolerance, offering discretionary portfolio management across stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Starboard Advisors also provides comprehensive family office consulting services, including wealth planning, multi-generational education, trust services, and portfolio oversight. The firm emphasizes fundamental research and long-term portfolio strategies, while maintaining flexibility for customized client restrictions and guidelines.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects Starboard Advisors rates. Kelleher Financial Advisor Division and Battery Park Capital charge between 0.50% and 1.50%. Fees are negotiable.