Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
2,352 clients
Average Client Portfolio
$525K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.70%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $20.0M0.70%
$20.0M - $50.0M0.60%
$50M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1900 Campus Commons Drive, Suite 600, Reston, VA, 20191

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kerby is a lawyer and a full-time senior tax accountant at Canto, Rausch, Deck & Co, PA. He may offer clients advice or products from these activities.

Employment History
Current Registrations
Acorn Financial Advisory Services, INC.
January 2018 - Present · 8 yrs 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.