Kerberrose Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
KerberRose Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, retirement plans, and other entities. KerberRose offers both discretionary and non-discretionary asset management services, using asset allocation models based on modern portfolio theory. They also offer financial planning and consulting services on an hourly, fixed fee, or subscription basis.
Assets Under Management$1.2B
Clients1,785
Advisors13
Avg. per Client$650K
Avg. per Advisor$89M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for amounts greater than $10,000,000. Tax planning and preparation services are included for clients with $1,000,000 or more in assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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