KW
KW

Kevin Webb

10 Years of Experience
McDonough, GA
2 DisclosuresSells Insurance

Kevin Webb is a registered investment advisor at Gamsg Financial Advisors LLC, based in McDonough, GA, with 10 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 99 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
99 clients
Average Client Portfolio
$115K average
Assets Under Management
$11.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.53%
$250K - $500K1.28%
$500K - $1.0M1.18%
$1.0M - $5.0M1.03%
$5M+0.93%

GAMSG's management fee is negotiable and GAMSG offers discounts to select friends of the Firm, employees, and family.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

McDonough, GA

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 2022
Judgment / Lien
January 2013
Other Business ActivitiesSells Insurance

Kevin is the CEO and 100% owner of Genesis Asset Management Strategies Group, an insurance brokerage firm, since 2013. He dedicates full-time hours to managing the firm, which offers employee benefits, property and casualty insurance, health insurance, and life insurance.

Employment History
Current Registrations
Gamsg Financial Advisors LLC
May 2022 - Present · 4 yrs
Previous Registrations
Dempsey Lord Smith, LLC
May 2013 - August 2013 · 3 mos
Nationwide Investment Advisors, LLC
December 2006 - May 2013 · 6 yrs 5 mos
Nationwide Investment Services Corporation
August 2006 - December 2006 · 4 mos
State Registrations3 states
GALATX
Advisor

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.
Kevin Webb - Financial Advisor | TrueAdvisor