Kelleher Financial Advisors, LLC
Assets Under Management
$1.0B
Number of Clients
335
Number of Advisors
5
Average Client AUM
$3.1M
AUM per Advisor
$205.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kelleher Financial Advisors, operating as Starboard Advisors and Battery Park Capital, provides individualized investment advice and asset management to individuals, trusts, institutions, corporations, and pension plans. Services include evaluating financial circumstances, recommending investments, monitoring accounts, and reporting to clients. The firm operates in three divisions: KFA, Starboard Advisors, and BPC.
Fee Structure
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
Location
100 Wall Street, Suite 804, New York, NY, 10005