Kevin Sevier
Kevin Sevier is a registered investment advisor at Dark Horse Advisors LLC, based in Rancho Santa Fe, CA, with 22 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 130 clients with $100M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The Advisory Fee is negotiable and may be a fixed percentage instead of the tiered rate or the Advisory Fee may be a fixed dollar amount charged quarterly in advance.
Fee Estimator
Location
5531 Cancha de Golf Suite 201, Rancho Santa Fe, CA, 92091
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 is an insurance agent selling life insurance since 2003, dedicating minimal time during business hours to this activity. He is also a registered representative and investment adviser representative of DFPG Investments, LLC, providing brokerage and advisory services.
Employment History
Current Registrations
Dark Horse Advisors LLC
Dfpg Investments, LLCBroker
Previous Registrations
Dfpg Investments, LLC
First Allied Advisory Services, INC.
Advanced Wealth Planning
First Allied Securities, INC.
First Allied Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
National Planning CorporationBroker
State Registrations7 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.