Portfolio Reviews

Have you recently inherited money or perhaps you need clear and objective investment advice? The highly experienced financial advisor's at Kerr Wealth Management can help you determine the proper asset allocation, uncover hidden risk and design a personalized portfolio.

Portfolio Review Services for Business Retirement Plans and Individuals

Poor diversification could diminish your portfolio's risk-adjusted return. Over concentration in a mutual fund or stock / company-specific, news can subject a portfolio to losses. While US stocks have performed extremely well over the years, diversifying across sectors and international markets could offer higher risk-adjusted returns.

Are you losing money to commissions and fees?

All to often clients have come to us because they found out they were paying exorbitant stock broker fees or paying for high fees investment products and unnecessary transaction costs. Excessive fees could add up to thousands over the years. 

Is your portfolio tax efficient?

Tax-loss harvesting can help with market volatility to reduce your taxes. By properly selling off the losers in your portfolio you can take advantage of momentum by purchasing more correlated assets. 

YOUR GOALS

If you feel like your investments are not meeting your goals; your not alone. We can help you design and manage a portfolio to help you reach your life's objectives.

INVESTMENT RISK

Investing comes with risk. How you manage it is one of the most important elements. Kerr Wealth offers a unique portfolio risk analysis service to help you better understand how your portfolio behaves in good and bad times.

PORTFOLIO ALLOCATION

Your advisor will help you understand the importance of proper allocation and design an optimal portfolio allocation of stocks, ETF's and funds.

Investment Portfolio Review Services

Individuals

Historical performance evaluations.

Portfolio cost evaluations.

Fund cost analysis.

Risk profile analysis.

Benchmark comparison.

Projected income analysis.

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Corporate Retirement Plans / 401(k)

Historical performance evaluations.

Portfolio cost evaluations.

Fund cost analysis.

Risk profile analysis.

Benchmark comparison.

Comparitive analysis.

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SCHEDULE A WEALTH

BUILDING SESSION

DRIVING DIRECTIONS

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Contact

Kerr Financial Planning Corporation

7255 N. First Street

Fresno, CA 93720

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Phone (559) 277-4772

Fax (559) 573-8558

CFP, EA, AWM, CRPC, Series 65

akerr@kerrwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 Kerr Wealth Management.


Important notice regarding investment advisory services: Fee-based means we charge fees for financial plans and investment management. From time to time we may be asked by a client to help purchase a product through our affiliate or we may find that a product is suitable in lieu of the stock market. This creates a conflict of interest because a commission is earned for such product sales. Financial Planning, Investment Advisory and ERISA services offered through Kerr Financial Planning Corporation, Inc. DBA: Kerr Wealth Management, A Registered Investment Advisor, (RIA). RIA does not mean a designation. Retirement plan administration, record keeping, 5500 filings and general retirement plan documents, tax services and accounting services provided by Kerr Payroll Solutions, LLC a provider of payroll and retirement plan administration. Insurance products are not sold or provided by Kerr Wealth Management. Insurance services are provided by Kerr Insurance Brokers, Inc. Kerr Insurance Brokers, Inc., Kerr Payroll Solutions, LLC. and Kerr Wealth Management are affiliated. Kerr Wealth Management is not affiliated to any investment custodian mentioned on this site. Kerr Wealth Management and it' Financial Advisor's give insurance, pension, limited tax, limited estate, business development, investment management, retirement plans and other advisory services or advice. This website is not to be interpreted as advice whatsoever, nor is it a solicitation of an investment or security. To view the status of your financial advisor's licensing, credentials, certifications, professional background and disclosures go to www.adviserinfo.sec.gov. Trade orders must be made verbally or in person or in writing. Interest or other requests that are not trade orders may be accepted via text. This website should not be considered as financial, legal, tax or investment advice. Kerr and it's advisor's do not give legal. Any recommendations relating to corporate structure or tax should be verified by your accountant or attorney. Diversification, active management and asset allocation do not guarantee returns or eliminate risk. Diversification could still lead to loss of principal value. Diversification and asset allocation attempt to spread risk across various asset classes. Self directed IRA's do not guarantee growth and investors should understand the risk before investing in real estate, commodities, precious metals, tax liens, notes or other alternative assets. Kerr Wealth Management and it's advisor's are not real estate agents, brokers and do not provide legal real estate advice. Investors are solely responsible for their decisions to invest in a self directed IRA. Kerr Wealth Management and it's Advisor's do not make recommendations of any specific investments through a self directed IRA account other than traditional investments like publicly trades securities like mutual funds, ETF's, stocks, bonds, CD's and Cash. We may assist investors understand the risk and potential cash flow or loss associated with a self directed IRA investment that is not a traditional publicly traded security. Kerr Wealth Management and it's advisor's are not commodity brokers, advisor's or traders. Self directing involves potential tax complications and unique risk that may be higher or lower than investing in publicly traded markets and investors should consult with their tax advisor about potential UBIT or UDFI taxation. Videos posted on our website may or may not be produced or owned by Kerr Wealth Management and may have been provided by a fund company or third party. We do not warranty or guarantee the information in the videos and the content in the videos should only be interpreted as educational or informational. Not financial advice. Kerr Wealth Management's financial planning process may require a few hours to multiple meetings and various drafts. Incomplete or incorrect information provided to Kerr Wealth Management during the planning process may have an adverse affect on the planning result and it is up to the client to confirm and verify information provided and the accuracy of plan data. It is up to the client to adopt and act on the changes recommended and up to the client to follow the disciplines recommended beyond the initial planning process. Review meetings are recommended but planning ceases at the delivery of an initial plan. Various aspects of the financial planning process may include conflicts of interest. Conflicts exist when we recommend investing, purchasing an insurance product or annuity or service provided by one of our affiliates because additional compensation is involved which may be commissions. Annuities may be part of a plan recommendation or product recommendation when a client is desiring fixed income or long term asset protection. Recommending such product creates a conflict of interest because a commission is earned and is in addition to fees charged for planning or other advisory services. Recommendations related to retirement accounts and recommendations to use any insurance service, retirement administration or other service from one of our affiliated companies could be a conflict of interest because additional compensation may be earned. Nothing on this website should be considered a recommendation or solicitation of investment advice or products. Nothing our advisors, staff, website or other affiliates say or do is conflict free. Virtually all recommendations and actions involve a conflict of interest and it is up to the customer to act on an recommendations or inquire about such conflicts. Our advisors and affiliate's may be compensated for the sale of insurance products, retirement plan record keeping services, payroll or bookkeeping. Please read our ADV brochure below to understand how our fee structure works as well as any other services that may be provided by our company or affiliated Kerr Companies that could create a conflict of interest. Kerr Wealth Management does review tax returns as part of our financial planning services but and does provide tax preparation services directly to the public. If tax services are recommended this also creates a conflict of interest because additional compensation is earned by our affiliate in addition to the fee's charged for advisory and planning. Kerr Wealth Management does not draft wills or trusts however Kerr Wealth Management may review your will or trust as part of the financial planning process. Kerr Wealth Management's advisory staff may recommend fixed annuity products as a fixed income or asset protection allocation in lieu of bond or CD markets when interest rates are too low to accomodate a client's need's or interest. This creates a conflict of interest if the annuity is purchased through our affiliate becasue a commission is earned for the sale of such product. 

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ABOUT THIRD PARTY LINKS ON OUR SITE
Kerr Wealth Management offers links to other third party websites that may be of interest to our website visitors. The links provided in our website are provided solely for your convenience and may assist you in locating other useful information on the Internet. When you click on these links you will leave Kerr Wealth Management' website and will be redirected to another site. These sites are not under the control of Kerr Wealth Management. ​​

Kerr Wealth Management is not responsible for the content of linked third party websites. We are not an agent for these third parties nor do we endorse or guarantee their products. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information. Please be aware that the security and privacy policies on these sites may be different than Kerr Wealth Management policies, so please read third party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.

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