Kevin Ross
Kevin Ross is a ChFC-designated registered investment advisor at Innovation Partners LLC, based in Vero Beach, FL, with 33 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
601 21st Street, Suite 300, Vero Beach, FL, 32960
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2025Regulatory
December 2011Other Business Activities
Kevin volunteers for ZOA, a non-profit organization, dedicating about 10-20% of his time to advancing the US-Israel relationship, combating anti-semitism, and protecting civil rights. He also works full-time as an Investment Advisor Representative (IAR) for Cardea Capital Advisors, managing client assets.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Cardea Capital Advisors, LLC
Previous Registrations
Cape Securities INC.Broker
Cape Investment Advisory, INC.
Bridgeway Wealth Partners, LLC
Saxony Securities, INC.Broker
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Iwp Investments, LLCBroker
Centaurus Financial, INC.Broker
Centaurus Financial, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 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.