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About KERR WEALTH MANAGEMENT
KERR WEALTH MANAGEMENT is a leading financial advisory firm that specializes in providing personalized and comprehensive financial solutions to individuals, families, and businesses. With decades of experience and a team of highly skilled advisors, the firm has established a reputation for being a trusted financial expert in the industry.
How does the advisor help clients – Key Takeaways:
- Personalized and comprehensive financial solutions
- Expertise in wealth management and financial planning
- Extensive knowledge of investment strategies and market trends
- Dedicated and attentive client service
Facts and Insights
KERR WEALTH MANAGEMENT has consistently been recognized for its excellence in the financial industry. The firm has received various accolades and awards, including being named one of the top 100 independent financial advisors by Barron’s in 2020. The firm’s success is a testament to its commitment to providing top-notch financial advice and services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 25 years |
(Numbers as of December 2020)
Financial Services Offered
- Wealth Management
- Financial Planning
- Investment Management
- Tax Planning and Preparation
- Estate Planning
- Retirement Planning
Client Types
KERR WEALTH MANAGEMENT serves a diverse range of clients, including individuals, families, and businesses. The firm’s team of advisors has the expertise to cater to the unique financial needs and goals of each client, regardless of their background or financial situation.
Fees & Compensation
KERR WEALTH MANAGEMENT operates on a fee-only basis, meaning that the firm does not earn any commissions or fees from recommending specific products or services. This enables the firm to provide unbiased and objective financial advice that is solely in the best interest of their clients. The firm’s fees are transparent and based on a percentage of the assets under management.
Background
The founder and CEO of KERR WEALTH MANAGEMENT, John Kerr, has over 30 years of experience in the financial industry. He has built a team of experienced and knowledgeable advisors who share his passion for helping clients achieve their financial goals. The firm prides itself on its strong investment research capabilities and its ability to stay ahead of the ever-changing financial landscape.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest that may arise during the financial advisory process. KERR WEALTH MANAGEMENT is a fiduciary, meaning that the firm is legally obligated to act in the best interest of their clients at all times. The firm’s advisors are also required to disclose any potential conflicts of interest to their clients before providing any financial advice.