Kevin Max
Kevin Max is a ChFC-designated registered investment advisor at Bluestem Wealth Partners, LLC, based in Delano, MN, with 40 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,687 clients with $1.1B 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 | 1.75% |
Maximum asset-based fee for the Core Equity Model is 1.75%. Specific fees are set in each client agreement and are negotiable based on relationship size, services rendered, and complexity. Separate asset-based fees may apply to cash, certificates of deposit, money market accounts, and variable annuities.
Fee Estimator
Location
405 Babcock Blvd E., Delano, MN, 55328
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2004Customer Dispute
June 2003Other Business Activities
Kevin is an advisor at LM Partners, LLC since January 2019, dedicating a significant amount of time (60+ hours per month). He also serves as President of the Delano Senior Center Advisory Council, spending minimal time on this role.
Employment History
Current Registrations
Bluestem Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
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.
Exams
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