Kearney-Burch Financial Services offers investment advice through asset allocation strategies, selecting investments primarily from American Funds. They also provide financial plans and general consultation services to assess clients' financial goals. The firm manages portfolios on a discretionary basis and offers a third-party newsletter on its website.
Assets Under Management$74M
Clients64
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.72% |
| $2M+ | 0.48% |
For clients engaging in 401k Investment Advisory Services, the fee will not exceed 1% paid monthly or quarterly as agreed upon.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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