Kevin Mcloughlin is a CFP-designated registered investment advisor at Trio Wealth Management, LLC, based in Sterling, VA, with 6 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 77 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 - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Client assets managed by Independent Managers will be subject to an additional annual fee in a range from 0.10% to 0.50%.
Fee Estimator
Location
Sterling, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trio Wealth Management, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
State Registrations1 state
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