Kevin Ekstrom is a CFP-designated registered investment advisor at LPL Financial LLC, based in Binghamton, NY, with 19 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, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
37 Front St, Binghamton, NY, 13905
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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 ActivitiesSells Insurance
Kevin is a partner in Covenant Wealth Advisors, LLC, and about 10-20% of that business involves life, health, and annuity sales and service. He is also a partner in Covenant Realty Holdings, LLC, which owns the real estate where Covenant Wealth Advisors operates.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Creativeone Wealth, LLC
Partnervest Advisory Services LLC
Stone House Investment Management, LLC
State Registrations1 state
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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