Kevin Karrh is a CFP-designated registered investment advisor at Indivisible Partners, based in Plano, TX, 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 676 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.
Fee Estimator
Location
5850 Granite Parkway Suite 750, Plano, TX, 75024
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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 a limited partner in Karrh Farms LLC, a family-owned farm, and spends minimal time on farm management. He also owns AE2022 LLC, manages KJJL Enterprises, and is a managing partner in HE 2022, all entities established for holding investments, dedicating minimal time to each.
Employment History
Current Registrations
Indivisible Partners
Previous Registrations
1919 Investment Counsel, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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