Kevin Mcdermott
Kevin Mcdermott is a CFP-designated registered investment advisor at Kathmere Capital Management, LLC, based in Wayne, PA, with 24 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 779 clients with $2.5B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
All Investment Management Services fees are negotiable at our discretion.
Fee Estimator
Location
435 Devon Park Drive, Suite 715, Wayne, PA, 19087
Get directionsHistory
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 ActivitiesSells Insurance
Kevin spends about a quarter of his time addressing the fixed insurance needs of clients. He also uses KPM Financial LLC as a business entity for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
Kathmere Capital Management, LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Esi Financial Advisors
Equity Services, INC.Broker
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.