KS
KS

Kevin Starkey

15 Years of Experience
Littleton, CO

Kevin Starkey is a registered investment advisor at Ftn Capital Management, based in Littleton, CO, with 15 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$29.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $1.0M1.00%
$1.0M - $3.0M0.80%
$3M+0.60%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

4873 W. Maplewood Place, Littleton, CO, 80123

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Kevin is the President and Founder of FTN Capital Management, an investment advisory firm, since 2013. He dedicates about half of his time to providing investment advisory and financial planning services to clients.

Employment History
Current Registrations
Ftn Capital Management
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Newedge Advisors
November 2021 - June 2022 · 7 mos
Mid Atlantic Financial Management, INC.
June 2020 - November 2021 · 1 yr 5 mos
Ftn Capital Management
May 2013 - December 2017 · 4 yrs 7 mos
Capstone Investment Financial Group, INC.
December 2011 - January 2013 · 1 yr 1 mo
Geronimo Financial Asset Management, LLC
June 2006 - May 2007 · 11 mos
Geneos Wealth Management, INC.
October 2003 - November 2004 · 1 yr 1 mo
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Kevin Starkey - Financial Advisor | TrueAdvisor