Kevin Burns is a registered investment advisor at Navwell Advisors, based in Garden City, NY, with 3 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 4 more. Their firm serves 5 clients with $2.2M 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 | 1.00% |
| $500K - $2.0M | 0.79% |
| $2M+ | 0.59% |
Fee Estimator
Location
1225 Franklin Ave, Suite 325, Garden City, NY, 11570
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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
Navwell Advisors
Previous Registrations
Lake Road Advisors, LLC
Citicorp Investment Services
State Registrations1 state
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