Kevin Imhoff
Kevin Imhoff is a registered investment advisor at Hbw Advisory Services LLC, based in Simi Valley, CA, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
2655 1st Street, Suite 250, Simi Valley, CA, 93065
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2012Customer Dispute
September 2009Customer Dispute
September 2009Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Kevin is an investment advisory representative for Blue Diamond Financial Coaching, LLC and HBW Advisory Services, LLC, dedicating full-time hours to each. He also sells fixed insurance products and provides financial services through other businesses, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Hbw Advisory Services LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Blue Diamond Financial Coaching LLC
Hbw Securities LLCBroker
PFS Investments 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.