Kevin Spires is a CFA-designated registered investment advisor at Bellaire Capital Management, LLC, based in Bellaire, TX, with 17 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 25 clients with $16M 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 $250K | 0.99% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Applies to both Asset Allocation and Total Return strategies.
Fee Estimator
Location
Bellaire, TX
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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 →Other Business Activities
Kevin owns 50% of a chiropractic practice but does not participate in daily operations or have any duties. He spends no time on this activity.
Employment History
Current Registrations
Bellaire Capital Management, LLC
Previous Registrations
Stanford Capital Management, LLC
Stanford Group Company
State Registrations2 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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