Kevin Roche is a registered investment advisor at Leo Wealth, LLC, based in Haddonfield, NJ, with 8 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,714 clients with $3.2B 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
Haddonfield, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kevin is an adjunct professor at Drexel University since January 2020, dedicating about 10-20% of his time. He also serves as Commissioner and Deputy Mayor for the Borough of Haddonfield since May 2021, spending a few hours per week on this role.
Employment History
Current Registrations
Leo Wealth, LLC
Previous Registrations
Lht Consultants
State Registrations2 states
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