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Kevin Reese

Navy Federal Investment Services, LLC
37 Years of Experience
Rockville, MD
4 DisclosuresBroker
View SEC Summary
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Kevin Reese is a ChFC-designated registered investment advisor at Navy Federal Investment Services, LLC, based in Rockville, MD, with 37 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,424 clients with $2.1B in assets under management.

Navy Federal Investment Services, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
161 advisors
Number of Clients
7,424 clients
Average Client Portfolio
$283K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.15%
$500K - $1.0M1.05%
$1.0M - $2.0M0.95%
$2M+0.85%

Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12250 Rockville Pike, Suite 280, Rockville, MD, 20852

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2014
Settled
Customer Dispute
October 2012
Settled
Customer Dispute
July 2008
Settled
Customer Dispute
April 2005
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Navy Federal Investment Services, LLC
January 2017 - Present · 9 yrs 9 mos
Navy Federal Investment Services, LLC
July 2006 - Present · 20 yrs 3 mos
Navy Federal Investment Services, LLCBroker
July 2006 - Present · 20 yrs 3 mos
Previous Registrations
Navy Federal Asset Management, LLC
September 2007 - January 2017 · 9 yrs 4 mos
Navy Federal Brokerage Services LLC
September 2006 - September 2007 · 1 yr
CUNA Brokerage Services, INC.
May 2002 - September 2006 · 4 yrs 4 mos
CUNA Brokerage Services, INC.Broker
March 2000 - July 2006 · 6 yrs 4 mos
Monument Distributors, INC.Broker
March 1999 - August 1999 · 5 mos
Countrywide Investments, INC.Broker
August 1998 - March 1999 · 7 mos
Investment Affiliate, INC.Broker
April 1998 - August 1998 · 4 mos
Calvert Distributors, INC.Broker
April 1995 - March 1998 · 2 yrs 11 mos
The Advisors Group, INC.Broker
January 1990 - April 1995 · 5 yrs 3 mos
Thomas James Associates, INC.Broker
October 1987 - April 1989 · 1 yr 6 mos
Sherwood Capital, INC.Broker
August 1987 - September 1987 · 1 mo
State Registrations29 states
AZCACTDCDEFLGAHIKYMAMDMEMINCNHNJNYOHOKPARISCTXUTVAVTWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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