Kerberrose Wealth Management, LLC
KerberRose Wealth Management is an independent registered investment advisor offering portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, retirement plans, and businesses. The firm builds diversified portfolios using modern portfolio theory, applying asset allocation models tailored to each client's risk tolerance, goals, and time horizon. Services include asset management on a discretionary or non-discretionary basis, retirement planning, tax planning and preparation, estate planning, and institutional retirement plan consulting. KerberRose Wealth Management emphasizes a comprehensive approach, coordinating investment strategies with financial and tax planning to help clients achieve their long-term financial objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees for assets over $10,000,000 are negotiable. Tax planning and preparation are included for accounts with $1,000,000 or more.