KC
KC
Kevin Colosimo
25 Years of Experience
Stamford, CT
1 DisclosureBroker
Kevin Colosimo is a registered investment advisor at Charles Schwab & CO., INC., based in Stamford, CT, 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 Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
300 Atlantic St., Suite 130, Stamford, CT, 06901-3514
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2001Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2012 - Present · 14 yrs 1 mo
Charles Schwab & CO., INC.
April 2012 - Present · 14 yrs 1 mo
Charles Schwab & CO., INC.Broker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
TD Ameritrade, INC.
April 2022 - October 2022 · 6 mos
TD Ameritrade, INC.Broker
February 2022 - December 2023 · 1 yr 10 mos
Thrivent Investment Management INC.
March 2010 - April 2012 · 2 yrs 1 mo
Thrivent Investment Management INC.Broker
March 2010 - April 2012 · 2 yrs 1 mo
Ameriprise Financial Services, INC.
July 2002 - February 2010 · 7 yrs 7 mos
Ameriprise Financial Services, INC.Broker
July 2000 - February 2010 · 9 yrs 7 mos
Ids Life Insurance CompanyBroker
July 2000 - July 2006 · 6 yrs
State Registrations42 states
AKALAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNHNJNYOHOKORPARISCTNTXUTVAVTWAWIWV
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.