Kearney-Burch Financial Serivices, Inc.
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
Assets Under Management Fee (AUM)
Hourly Fee
Subscription Fee
Fixed Fee
Commissions to the Adviser
Performance-based Fee
Other
Fees Charged by Third Parties
Third Party Money Manager
Robo-Adviser Fee
Fee Amount
$0 - $1,000,000: 1%
​
$1,000,001 - $2,000,000: .72%
​
Over $2,000,001: .48%
No more than 1%
$250
$0
$0
$0
$0
$0
Fee Amount
$0
$0
Frequency Fee is
Charged
Quarterly in arrears
Monthly or quarterly in arrears
Once in arrears
​N/A
N/A
N/A
N/A
N/A
Frequency Fee is Charged
​N/A
​N/A
Services
Portfolio Management for Individuals and Small Businesses
Portfolio management for pension consulting
Financial Planning
​N/A
​N/A
​N/A
​N/A
​N/A
Services
​N/A
​N/A
Additional fees and costs to discuss with your Adviser
Additional Fees/Cost
Brokerage Fees
Commissions
Custodian Fees
Mark-ups
Mutual Fund/ETF
​
Fees and Expenses
Yes/No
No
No
No
No
Yes
Paid To
N/A
N/A
N/A
N/A
Mutual Fund Companies