Kerwin Asset Management

Kerwin Asset Management at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 2 employees and 33 individual clients, 1 of them high net worth.
• Its average account is about $388,000 (assets it manages divided by its 113 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Kerwin Asset Management fees

Kerwin Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• David Kerwin

  CFA

Other fee-only firms in Edina

• Kubo Financial Planning and Investments
• Laurel Wealth Planning
• Punch & Associates
• Sieben Wealth Planning
• Silveroak Wealth Management, LLC
• Telos Solutions
• The Hatlestad Group
• TorchLight Financial

Fee-only advisors in Minnesota