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Kerberrose Wealth Management, LLC

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Total assets under management

$909,761,204

More info

Total clients

1,338

8% high-net worth

Total advisors

12

of 12 employees

Firm size

Multi Team

Average clients per advisor

112

Average account size

$679,941

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fees typically range from $1,000 to $5,000; financial planning subscription fee $300 per month.

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% Greater than $10,000,000+: Negotiated

Commissions

Advisory professionals may receive commissions for sales of securities and insurance products.

Project-based

$250 to $500 per hour

Other

Fee-only: Asset-based fees, hourly charges ($250-$500/hour), fixed fees ($1,000-$5,000), and subscription fees ($300/month) available.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Kerberrose Wealth Management, LLC

115 E. 5 Th Street

Shawano WI 54166, United States

Number of offices

7

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 715.526.9400

Advisors at this firm

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Shawn B

Series 63, Series 65

Wausau, WI

Kerberrose Wealth Management, LLC
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Elle H

Series 65

Shawano, WI

Kerberrose Wealth Management, LLC
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Ethan H

Series 65

Shawano, WI

Kerberrose Wealth Management, LLC
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Jason R

Series 65

Appleton, WI

Kerberrose Wealth Management, LLC
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Julie L

Series 63, Series 65

Green Bay, WI

Kerberrose Wealth Management, LLC
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Alexandria M

Series 65

Marquette, MI

Kerberrose Wealth Management, LLC
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Scott C

Series 63, Series 65

Marquette, MI

Kerberrose Wealth Management, LLC
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Michael R

Series 63, Series 65

Shawano, WI

Kerberrose Wealth Management, LLC
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Anthony P

CFP®, Series 66

Shawano, WI

Kerberrose Wealth Management, LLC
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Alexander S

Series 66

Plover, WI

Kerberrose Wealth Management, LLC
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Daniel W

Series 63, Series 65

Green Bay, WI

Kerberrose Wealth Management, LLC
user avatar

Connor R

Series 63, Series 65

Shawano, WI

Kerberrose Wealth Management, LLC
user avatar

Scott S

CFP®, Series 63

Shawano, WI

Kerberrose Wealth Management, LLC
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