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Kevin Breen

Goldman Sachs Wealth Services, L.P.
26 Years of Experience
Westborough, MA
Broker
View SEC Summary
View SEC Summary

Kevin Breen is a CFA-designated registered investment advisor at Goldman Sachs Wealth Services, L.P., based in Westborough, MA, with 26 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 117,699 clients with $32B in assets under management.

Goldman Sachs Wealth Services, L.P.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1136 advisors
Number of Clients
117,699 clients
Average Client Portfolio
$269K average
Assets Under Management
$31.7B

Fee Structure

Planning is included in investment management (also available separately)

Goldman Sachs Wealth Services offers investment management through a variety of fee models, including strategy-based fees and a comprehensive pricing program.

  • Strategy-Based Advisory Fees — Fees are calculated as a percentage of the value of your portfolio, with specific rates set forth in individual client agreements based on the selected strategy or sub-asset class.
  • Comprehensive Pricing Program — Charges a maximum annual advisory fee of up to 1.50% of your portfolio, plus applicable manager fees, custody charges, and execution fees.
  • Alternative Investment Fees — Certain alternative investments involve separate management fees, performance fees, or incentive allocations determined by the underlying fund managers.
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Location

Westborough, MA

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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
Goldman Sachs Wealth Services, L.P.
February 2024 - Present · 2 yrs 8 mos
Goldman Sachs & CO. LLC
January 2005 - Present · 21 yrs 9 mos
Goldman Sachs & CO. LLCBroker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
State Street Global Markets, LLCBroker
December 2002 - January 2005 · 2 yrs 1 mo
M. H. Meyerson & CO., INC.Broker
February 2000 - May 2002 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
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