Kearns & Associates offers investment advisory services, including evaluating portfolio construction, formulating asset mix, managing transitions, searching for investment managers, implementing strategies, and overseeing investments. The firm also provides performance analysis and consolidated performance reporting. Kearns & Associates coordinates investments with clients' overall estate plans by working with their attorneys, accountants, and other advisors. Advice is tailored to each client's specific investment objectives and financial situation.
Fee Structure
Kearns & Associates offers services based on either a fixed retainer fee or a fee based on the value of your portfolio. Fees depend on the scope and complexity of services and your unique needs. Fees may be negotiable based on factors like grandfathered accounts or related accounts. Investment advisory fees are typically payable quarterly, either in advance or in arrears. Invoices are sent to clients, and for some, fees are deducted directly from their custodial accounts.