Kevin Friday
Kevin Friday is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Akron, OH, with 26 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
291 N. Cleveland Massillon Rd., Akron, OH, 44333
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1987Other Business Activities
Kevin is the President and Owner of Centre of Financial and Retirement Planning, a financial planning and asset management business since 1993. He dedicates full-time hours to this business, focusing on financial planning and asset management for approximately 125 clients.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
Previous Registrations
Centre for Financial and Retirement Planning INC.
State Registrations2 states
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.