Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
These rates apply to equities. Fixed income rates are lower. KMC may impose a minimum quarterly fee of $750 which is negotiable under certain circumstances.
Fee Estimator
Financial planning is billed hourly at $350/hour, typically resulting in a range of $1,050-$5,000 per plan, depending on complexity. Asset management fees are based on a percentage of assets under management, with different rates for equities and fixed income. KMC may impose a minimum quarterly fee of $750, which is negotiable. A performance fee of 25% of the growth in the account is charged monthly for advanced asset management accounts. Other fees include 1% to manage Variable Annuity sub-accounts or Retirement Plan accounts and a 0.25% fee for compiling consolidated statements.
Areas of Practice
Advisor Information
Office location
219 W Main, Kenedy, TX, 78119
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is an independent insurance agent since 1999, dedicating a few hours per week to insurance sales. He also serves as a voluntary board member for three non-profit organizations, spending minimal time on each.