Kevin Teixeira
Kevin Teixeira is a registered investment advisor at Teixeira Wealth Management LLC, based in San Luis Obispo, CA, with 16 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 73 clients with $20M 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 $100K | 1.25% |
| $100K - $250K | 1.50% |
| $250K+ | 1.50% |
Fixed Income Portfolio: 0.50% per year on portfolios of $10,000 and over. Select Equity Portfolios: 1.50% per year on portfolios of $100,000 and over. Asset Allocation Portfolios and 529 Plans: 1.25% per year on portfolios up to $99,999, 1.00% per year on portfolios from $100,000 to $249,999, 0.75% per year on portfolios of $250,000 and over. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1041 Mill Street, Suite 205, San Luis Obispo, CA, 93401
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 owns Teixeira Insurance Services LLC, offering life insurance, annuities, long-term care insurance, and disability insurance, dedicating a few hours per week. He also owns KDT Properties LLC, a holding company for properties owned with family, and Teixeira Property Advisers Inc., a real estate brokerage, and Teixeira Capital Ventures LLC, a real estate investment and development company, each taking minimal time.
Employment History
Current Registrations
Teixeira Wealth Management LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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