Kevin Kowalski is a registered investment advisor at Richmond Brothers, INC., based in Jackson, MI, with 13 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 708 clients with $240M 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 $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Beacon Capital Management charges separate fees ranging up to 0.40% annually with a $100 minimum annual fee. Total annual advisory fee will not exceed 1.75%.
Fee Estimator
Location
3568 Wildwood Ave, Jackson, MI, 49202
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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
Richmond Brothers, INC.
Previous Registrations
Wicker Park Advisors LLC
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
State Registrations1 state
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