Kerr Wealth Management offers portfolio management and financial planning services tailored to each client's goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. The firm also provides pension consulting services. Kerr Wealth Management may recommend affiliated companies, creating a conflict of interest.
Assets Under Management$130M
Clients615
Advisors4
Avg. per Client$200K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Kerr Wealth Management manages investment portfolios for clients, charging an annual fee that is negotiable, up to a maximum of 3% of the value of your portfolio. This fee is billed monthly. The exact fee depends on factors like the amount you invest and your relationship with the firm.
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