Kevin Seibert is a CFP-designated registered investment advisor at Balance Financial Services, INC., based in Barrington, IL, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2 clients with $11M 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 | 0.65% |
| $1M+ | 0.50% |
Fees are negotiable and current client relationships may exist with higher or lower rates.
Fee Estimator
Location
Barrington, IL
Get directionsHistory
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 →Employment History
Current Registrations
Balance Financial Services, INC.
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
More Advisors
- George Hemsley, CFPHemsley Advisors, LTD.
- John Bodolay, CFPUBS Financial Services INC.
- Jack Petras, CFPWells Fargo Advisors
- Lorie Shah, CFPVirtue Asset Management LLC
- Keith Pinsoneault, CFAEdward Jones
- Subhash Katial, ChFCOsaic Wealth, INC.