Kerwin Asset Management provides investment management services to individuals and trusts. Kerwin assesses clients' financial situations, defines portfolio objectives, and determines a risk profile. Kerwin designs a portfolio strategy, drafts an investment policy statement, and manages client assets on a discretionary basis. Kerwin uses exchange-traded funds, mutual funds, and individual securities. Kerwin also offers financial planning as part of its investment management services.
Assets Under Management$44M
Clients36
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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