Kevin Fitzpatrick is a registered investment advisor at Cambiar Investors, LLC, based in Denver, CO, with 29 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6,626 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambiar Investors manages investments for separate accounts, with annual fees generally ranging from 0.35% to 1.00% of the value of your portfolio. The specific fee is negotiable and depends on factors like the amount you invest, the investment strategy, and whether you were referred by a consultant. Cambiar also manages mutual funds and exchange-traded funds, each with its own specific fee, as well as collective investment trusts with fees between 0.40% and 0.75%.
Location
200 Columbine Street, Suite 800, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a Director of Institutional Sales at Cambiar Investors, LLC, spending nearly full-time hours interacting with institutional consultants. He is also a registered representative of Foreside Fund Services, LLC, an unaffiliated broker-dealer.
Employment History
Current Registrations
Cambiar Investors, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Vanguard Marketing CorporationBroker
State Registrations52 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.