Kevin Theissen
Kevin Theissen is a registered investment advisor at Hwc Financial, based in Manchester Center, VT, 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 113 clients with $60M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Investment advisory fees are negotiable and reflect the maximum annual rate at the respective asset levels. A minimum fee of $25 per account per quarter will be charged.
Fee Estimator
Location
4532 Main Street, Manchester Center, VT, 05255
Get directionsHistory
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 ActivitiesSells Insurance
Kevin is an independent licensed insurance agent since 2010 in Ludlow, VT. This activity requires minimal time and occurs during securities trading hours.
Employment History
Current Registrations
Hwc Financial
Previous Registrations
Skygate Financial Group, LLC
Ameriprise Financial Services, INC.
State Registrations1 state
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.