Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary based on the size of the client relationship, complexity of investment strategies, service intensity, and other factors. Fees are generally based on a percentage of assets under management. Stand-alone financial planning services are offered on an hourly basis (up to $350/hour) or a fixed fee basis, negotiated based on the expected hours. Fees may be included in an overall investment management relationship. Clients are responsible for fees charged by financial institutions.
Areas of Practice
Advisor Information
Office location
1 Mill Ridge Lane, Suite 100B, Chester, NJ, 07930
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 insurance agent selling non-variable insurance since 2017. Since April 2024, Kevin also provides investment advisory services through Paradigm Wealth Advisory LLC, dedicating significantly more than full-time hours to this activity.