Kean Bouplon is a registered investment advisor at Good Capital, based in Voorheesville, NY, with 21 years of industry experience. Kean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Voorheesville, NY
Get directionsHistory
Regulatory History (2)
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Financial
April 2018Final
Regulatory
January 2018Final
Other Business Activities
Kean is a 1/3 owner of Bouplon Acres, LLC, a 100-acre family-owned farm, since 2013. He dedicates minimal time to this activity.
Employment History
Current Registrations
Good Capital
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Strategy One Wealth Management LLC
April 2019 - December 2020 · 1 yr 8 mos
Morgan StanleyBroker
March 2014 - May 2017 · 3 yrs 2 mos
Morgan Stanley
March 2014 - May 2017 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2011 - April 2014 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - April 2014 · 3 yrs 3 mos
Hrc Investment Services, INC.Broker
May 2003 - January 2011 · 7 yrs 8 mos
Waddell & Reed, INC.Broker
October 1999 - May 2003 · 3 yrs 7 mos
State Registrations1 state
NY
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.