Kevin Baird
Kevin Baird is a registered investment advisor at Seagull Lane Asset Management LLC, based in Scottsdale, AZ, with 35 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $65M 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 $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fee Estimator
Location
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2011Other Business ActivitiesSells Insurance
Kevin is an agent selling non-variable insurance like life and health insurance since 2011, and president of Baird Wealth Strategy Group LLC and Baird Wealth Strategy Group. He also owns rental properties and is a partner in Baird Walker Wealth Strategy Group and an IAR at Seagull Lane Asset Management LLC.
Employment History
Current Registrations
Seagull Lane Asset Management LLC
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 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.