Kerwin Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,768,691
Clients
33
Advisors
1
of 2 employees
About
Kerwin Asset Management primarily serves individuals and high‑net‑worth clients, including revocable and irrevocable trusts, and also maintains a small number of charitable organization clients. The firm provides discretionary investment management and optional financial planning support using a third‑party eMoney platform that it makes available to clients at no additional charge.
Kerwin manages portfolios as a fiduciary using a modern portfolio theory framework and a proprietary optimization model that incorporates historical returns and correlations for more than 30 ETFs to define client‑specific risk profiles and customized investment policy statements. Portfolios are implemented mainly with low‑cost passive ETFs (with occasional mutual funds or individual securities), are rebalanced when allocations drift from targets, and are custodied at an independent custodian.
Distinctive aspects of the firm include an exclusive affiliation with another registered investment adviser that supports shared technology and reciprocal operational backup, a sub‑advisory role for certain joint clients, and a disclosed, transitional fee‑sharing arrangement during a planned client migration. The firm also discloses fixed quarterly technology fees received from its affiliate and maintains documented cybersecurity controls (DMARC, multi‑factor authentication, firewalls) and cyber liability insurance—features that are uncommon among peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001 - $2,000,000: 0.65% annually $2,000,001+: 0.60% annually
Account minimum: $250,000 Fee-only: Fee-only adviser, only fees paid directly by clients, no commissions.
Main office
Edina MN
Advisors at this office
1
Most active in
Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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