Kelleher Financial Advisors offers personalized investment advice and manages assets for individuals, trusts, institutions, corporations, and pension plans. The firm operates through three divisions: Kelleher Financial Advisor Division, Starboard Advisors Division, and Battery Park Capital Division, each with its own investment approach. Starboard Advisors also provides Family Office Consulting Services. Investment advice is tailored to each client's needs and objectives.
Assets Under Management$1B
Clients335
Advisors4
Avg. per Client$3.1M
Avg. per Advisor$260M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
This fee schedule applies to the Starboard Advisors Division. Kelleher Financial Advisor Division and Battery Park Capital Division charge fees ranging from 0.50% to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...