Kevin Goodwin
Kevin Goodwin is a registered investment advisor at Overwatch Management, based in Chandler, AZ, with 5 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 60 clients with $1M 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 | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.25% |
Fees are generally negotiable. AUM Fee schedule defines assets under management as all accounts managed by OWM, Overwatch Financial, and Independent Life Group, not limited to just AUM.
Fee Estimator
Location
2301 Stearman Dr, Chandler, AZ, 85286
Get directionsHistory
Regulatory History (2)
Regulatory
November 2024Employment Separation After Allegations
July 2022Other Business ActivitiesSells Insurance
Kevin is a licensed insurance agent and principal at Overwatch Financial.
Employment History
Current Registrations
Overwatch Management
Previous Registrations
Ae Wealth Management, LLC
Horace Mann Investors INCBroker
State Registrations4 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.