Kevin Oliver
Kevin Oliver is a registered investment advisor at Strategic Advisers LLC, based in San Antonio, TX, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
Regulatory History (1)
Criminal
January 1988Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Victory Capital Services, INC.Broker
Victory Capital Management INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
U.S. Global Brokerage, INC.Broker
American Funds Distributors, INC.Broker
State Registrations53 states
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