CS

Colleen Patricia Sorrentino

33 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
335 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Hourly Rate:Up to $600/hr

KFA and Battery Park Capital charge annual investment management fees ranging from 0.50% to 1.50% of assets under management, billed quarterly in arrears. Starboard Advisors charges 0.75% on the first $2 million and 0.50% on value over $2 million, billed quarterly in advance. Starboard Advisors also offers Family Office Consulting Services with hourly fees up to $600/hour or fixed fees, billed as specified in the advisory agreement. All advisory fees are negotiable. Minimum account sizes apply: $25,000 for KFA, $1,000,000 in investable assets for Starboard Advisors, and $500,000 for BPC.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

100 Wall Street, Suite 804, New York, NY, 10005

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kelleher Financial Advisors, LLC
October 2003 - Present · 22 yrs 3 mos
Wall Street AccessBroker
June 1992 - Present · 33 yrs 7 mos
Previous Registrations
Wall Street Advisor Services, LLCBroker
April 1997 - October 2005 · 8 yrs 6 mos
Wall Street Advisors, LLC
March 1995 - June 2003 · 8 yrs 3 mos
State Registrations10 states
AZCACTFLMAMDNJNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Colleen Patricia Sorrentino - Financial Advisor | AdvisorDiscover