Joe
Kercheville
Kercheville Advisors LLC
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About this Advisor
Joe Kercheville is a financial advisor working out of San Antonio, Texas with 9 years of relevant experience. Kercheville is on the advisory team at Kercheville Advisors LLC. Over the course of their career, Kercheville has held roles at Kercheville & Company, Inc and Kercheville Advisors, LLC. Kercheville has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Texas. Kercheville Advisors LLC is an advisory firm based out of San Antonio, TX. The company has offices in two locations and just five people on staff. It controls $348 million in total assets among its 556 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 556 accounts, 26% belong to high-net-worth clients who have more than $1 million in assets. Kercheville Advisors LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules largely depend on which services are provided. Fee types charged by Kercheville Advisors LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kercheville Advisors LLC Brokerage Details
$347,707,384
5
556
$625,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Joe Kercheville Work History
Joe has been registered as a financial advisor for 9 years.*
Kercheville Advisors, LLC
Kercheville & Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joe Kercheville to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kercheville Advisors LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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