For our financial planning, accounting and tax advisory services, fees are based on hourly rates for professional staff commensurate with their level of experience. Fees for specific service mandates are generally approved in advance. For clients who want ongoing personal financial management services, we set a quarterly retainer fee that is reviewed annually.
Kerr Financial Advisors charges a fee for investment management services as a percentage of assets under management on a declining scale as the portfolio increases in value.
For Family Office Services we generally charge a fee calculated as a percentage of assets under management for the Investment Advisory service plus a retainer for the services or an agreement to bill on a quarterly basis for work completed up to an approved annual budget.