Kevin Mcnab
Kevin Mcnab is a CFP, ChFC-designated registered investment advisor at Ace Wealth Partners, LLC, based in Westminster, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 68 clients with $79M 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 - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.60% |
Fees may be negotiable. Discounted rates may be provided to long standing clients, family and friends.
Fee Estimator
Location
9191 Sheridan Blvd, #223, Westminster, CO, 80031
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Kevin is an independent insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Ace Wealth Partners, LLC
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.