Kevin Burns is a registered investment advisor at W&s Brokerage Services, INC., based in Cincinnati, OH, with 25 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 655 clients with $180M 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 | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.
Fee Estimator
Location
400 Broadway, 4th Floor, Cincinnati, OH, 45202
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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 →Employment History
Current Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
Natcity Investments, INC.
Natcity Investments, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations14 states
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.