Kevin Mccluskey
Kevin Mccluskey is a registered investment advisor at Castle Island Wealth, based in Palm Beach Gardens, FL, with 28 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 44 clients with $120M 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 - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are 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
11300 Us Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2016Customer Dispute
May 2014Customer Dispute
December 2010Employment Separation After Allegations
December 2010Customer Dispute
June 2009Customer Dispute
December 2007Other Business Activities
Kevin is a committee member on the Investment Advisory Committee to the Town of Palm Beach since 2011, dedicating minimal time to listening and reviewing investment managers. This activity is investment-related.
Employment History
Current Registrations
Castle Island Wealth
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations2 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.