Kevin Kale is a registered investment advisor at Sws Partners, LLC, based in Columbus, OH, with 18 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 169 clients with $360M 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 | 1.10% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
These fees are for SWS Managed Account Programs. SWS Investment Management charges 0.50% on select stock portfolios. SWS reserves the right to lower fees at its discretion.
Fee Estimator
Location
230 West Street, Suite 500, Columbus, OH, 43215
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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
Sws Partners, LLC
Previous Registrations
Inverness Securities, LLCBroker
Ancora Family Wealth Advisors, LLC
Wealthstone INC
Halite Partners, LLC
Manning & Napier Advisory Advantage Company, LLC
Manning & Napier Investor Services, INC.Broker
Manning & Napier Advisors, LLC
State Registrations1 state
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