Kevin Silverman is a CFA-designated registered investment advisor at Carmel Capital Partners, LLC, based in Highland Park, IL, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 263 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range between 0.60% and 1.50% based on account type and complexity. Fees are negotiable under certain circumstances.
Fee Estimator
Location
Highland Park, IL
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Regulatory 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 Activities
Kevin is the owner of Madison Partners, L.C., a general business involved in research, publishing, content creation, and IP, dedicating about 10-20% of his time. He also teaches investing and portfolio management at the University of Wisconsin-Milwaukee, spending about a quarter of his time.
Employment History
Current Registrations
Carmel Capital Partners, LLC
Previous Registrations
Sterling Partners Equity Advisors LLC
Falcon Capital Management, LLC
Forestview Wealth Management, LLC
Clarity Holdings, LLC
Two Rivers Capital Management, LLC
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.
Exams
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