Our Advisor Fees

Portfolio management fees: A percentage of assets we manage for you. 

 

Financial Planning: Hourly or per project.

​

Tax Preparation: Hourly or per project.

 

Please refer to the link titled ADV at the bottom of our website for a full description of our fees. 

Understanding Our Fee-Only Structure and Affiliations

​

At Kerr Wealth Management, the term fee-only refers specifically to how our investment advisors are compensated for financial planning and asset management services—we charge a transparent fee for advice, not commissions. These fees are fully disclosed before we begin working with you and are outlined in a regulatory document known as our Form ADV, which details our firm's compensation and fee structure.

However, it’s important to clarify that while our advisors are fee-only, we may recommend services or products from affiliated companies that generate additional income through product sales or administrative services. For example, we may suggest insurance services, retirement plan recordkeeping, or other administrative services provided by our affiliated insurance or payroll and retirement plan administration companies. These recommendations may result in additional compensation to our affiliated entities, and as such, could present a potential conflict of interest.

​

We are committed to transparency. Our policy is to provide you with our Form ADV before or at the time you become a client, and to send it to you annually thereafter. Typically, this document is handed to you in person and is also accessible year-round via the footer of our website.

In general, any product or service recommendation is made only after we’ve developed a comprehensive understanding of your unique financial situation and needs. Our goal is always to provide advice that is in your best interest, and we encourage you to review all disclosures carefully and ask questions at any time.