Kevin Paine is a registered investment advisor at Cresap, INC., based in Radnor, PA, with 35 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 604 clients with $340M 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 | 2.00% |
Fees are set by agreement between the client and advisor. Maximum rates are typically 1.5% for Asset Advisor, 1.2% for Custom Choice, and 2% for Private Investment Management.
Fee Estimator
Location
259 N. Radnor-Chester Rd. Ste. 140, Radnor, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2001Other Business Activities
Kevin is a licensed real estate broker. This activity is not investment-related.
Employment History
Current Registrations
Cresap, INC.
Cresap, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Gruntal & CO. IncorporatedBroker
Janney Montgomery Scott INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 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.
Exams
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