Fee Table
Kearney-Burch Financial Services, Inc.
Table of Fees for Services
Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”) for more details of Kearney-Burch Financial Services, Inc. advisory services and fees, respectively. Fees below are charged when clients request the services listed. Fees below may not apply to all clients. Fees may be negotiable.
Fees Charged by Investment Adviser |
Fee Amount |
Frequency Fee is Charged |
Services |
Assets Under Management Fee (AUM) |
$0 - $1,000,000: 1% $1,000,001 - $2,000,000: .72% Over $2,000,001: .48% ______________________________
No more than 1% |
Quarterly in arrears
__________________
Monthly or quarterly in arrears |
Portfolio Management for Individuals and Small Businesses ___________________ Portfolio management for pension consulting |
Hourly Fee |
$250 |
Once in arrears |
Financial Planning |
Subscription Fee |
$0 |
N/A |
N/A |
Fixed Fee |
$0 |
N/A |
N/A |
Commissions to the Adviser |
$0 |
N/A |
N/A |
Performance-based Fee |
$0 |
N/A |
N/A |
Other |
$0 |
N/A |
N/A |
Fees Charged by Third Parties |
Fee Amount |
Frequency Fee is Charged |
Services |
Third Party Money Manager |
$0 |
N/A |
N/A |
Robo-Adviser Fee |
$0 |
N/A |
N/A |
Additional fees and costs to discuss with your Adviser |
||
Additional Fees/Cost |
Yes/No |
Paid To |
Brokerage Fees |
No |
N/A |
Commissions |
No |
N/A |
Custodian Fees |
No |
N/A |
Mark-ups |
No |
N/A |
Mutual Fund/ETF Fees and Expenses |
Yes |
Mutual Fund Companies |