KL
KL

Kevin London

24 Years of Experience
Vero Beach, FL

Kevin London is a registered investment advisor at Wealthcare Capital Management LLC, based in Vero Beach, FL, with 24 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,691 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
5,691 clients
Average Client Portfolio
$690K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Annual management fee is up to 1.85% based on investment types, relationship size, and other factors. Fees may be negotiable.

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

Vero Beach, FL

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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.

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Employment History
Current Registrations
Wealthcare Capital Management LLC
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Sightline Investments, LLC
April 2011 - March 2014 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2003 - April 2011 · 7 yrs 9 mos
Credit Suisse First Boston
January 2003 - July 2003 · 6 mos
Donaldson Lufkin & Jenrette Securities Corporation
July 2002 - January 2003 · 6 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.
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