Kevin Barrett is a registered investment advisor at Wealth Alliance, LLC, based in San Diego, CA, with 26 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 266 clients with $65M 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Location
12526 High Bluff Dr. #300, San Diego, CA, 92130
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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.
Learn about disclosures →Other Business Activities
Kevin is the 100% owner of Wealth Alliance, LLC, a California-registered investment advisor, and spends about half his time as a registered representative with Independent Financial Group LLC. He also owns Vitalnrg, a wave energy converter device developer, and works as a consultant for Innovative California Biosciences International, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Wealth Alliance, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Wealth Alliance, LLC
Independent Financial Group, LLC
Independent Financial Group, LLC
Wealth Analytics, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations8 states
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