Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees range from 0.30% to 1.75% annually, based on assets under management and service complexity. These fees are paid quarterly, in advance. Standalone financial planning fees range up to $10,000 for an initial plan, with ongoing planning billed quarterly up to $1,000. Targeted planning engagements are available at up to $500 per hour. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
47 Maple Street, Suite 104, Summit, NJ, 07901
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kerry is an owner/IAR at Journey Strategic Wealth dba Meath Wealth Advisors, functioning as a wealth manager and financial planner. Kerry also engages in Ayurvedic consulting, supports Prana Impact LLC, provides basic financial education through Money with Kerry and Kristina, and provides insurance advice, dedicating minimal time to each of these activities.