Kevin Mcenerney is a registered investment advisor at Truvestments Capital LLC, based in Melbourne, FL, with 39 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,473 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
6767 North Wickham Rd., Ste. 400, Melbourne, FL, 32940
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2024Regulatory
August 2017Other Business Activities
Kevin is the president of Kevin McEnerney Inc. DBA McEnerney Tax Advisory, dedicating about 10-20% of his time, with about a quarter of his time during securities trading hours. He is also the president of Lynch Tax Advisory Group, spending minimal time on this business.
Employment History
Current Registrations
Truvestments Capital LLC
Previous Registrations
The Mcenerney Group
Legacy Financial Services, INC.Broker
Amsouth Investment Services, INC.Broker
Suntrust Securities, INC.Broker
Painewebber IncorporatedBroker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.