Kevin Lenox is a CFA, CFP-designated registered investment advisor at Avidian Wealth Solutions, based in Houston, TX, with 19 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, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 1,895 clients with $4.8B 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 | 1.50% |
Maximum annual fee is 1.50%. Actual fees are negotiated and vary based on factors including account size, household relationships, and service complexity.
Fee Estimator
Location
800 Town & Country Blvd, Ste 220, Houston, TX, 77024
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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
Avidian Wealth Solutions
Previous Registrations
Goldman Sachs Personal Financial Management
Chase Investment Services CORP.
J.p.morgan Securities INC.
J. P. Morgan Securities INC.
Chase Investment Services CORP.
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
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