Kevin Cox is a registered investment advisor at Masterworks Advisers, LLC, based in New York, NY, with 21 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 1,045 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Long-Term Advisory Services charge 0.10% per annum, while Private Client Advisory Services charge up to 0.50% per annum. Fees accrue monthly and are payable upon a liquidating event.
Fee Estimator
Location
1 World Trade, 57th Floor, New York, NY, 10007
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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 →Other Business Activities
Kevin is an employee of Masterworks, LLC, an alternative investment platform, since September 2023. As a Masterworks Platform Associate, he performs defined administrative functions for the platform, dedicating a few hours per week to this role.
Employment History
Current Registrations
Masterworks Advisers, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Independent Brokerage Solutions LLCBroker
Owl Rock SecuritiesBroker
Owl Rock SecuritiesBroker
Bluerock Capital Markets LLCBroker
Carey Financial, LLCBroker
Lord Abbett Distributor LLCBroker
Lord, Abbett & CO. LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 states
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
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