Kevin Londergan is a registered investment advisor at Bayrock Financial, L.L.C., based in Houston, TX, with 22 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 154 clients with $51M 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 - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
5000 Gulf Freeway, Houston, TX, 77023
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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.
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Kevin is a partner in the CPA firm Bond, Snider, Glaw & Londergan, LLP, focusing on tax planning and business advising, dedicating about 10-20% of his time. He is also part owner of Oglesby & Londergan Financial Services, Inc., a tax planning and small business advisory firm, spending about 10-20% of his time there.
Employment History
Current Registrations
Bayrock Financial, L.L.C.
Previous Registrations
Bsg&l Financial Services, LLC
State Registrations1 state
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