Kevin Clewley is a registered investment advisor at K. D. Clewley Capital Management, based in San Diego, CA, with 18 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. Their firm serves 63 clients with $90M 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 | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee Estimator
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
K. D. Clewley Capital Management
State Registrations1 state
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