Kerry Uffman
Kerry Uffman is a CFA, CFP, PFS-designated registered investment advisor at Twru Private Wealth Management, LLC, based in Baton Rouge, LA, with 18 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 33 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Advisory fees and account minimums may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Location
527 East Airport Avenue, Baton Rouge, LA, 70806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kerry is a partner with 20% ownership in TWRU CPA's & Financial Advisors, providing accounting and financial planning services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Twru Private Wealth Management, LLC
State Registrations2 states
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