Kevin Ebbink
Kevin Ebbink is a registered investment advisor at Compass Financial Services, INC., based in Winston-Salem, NC, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 61 clients with $25M 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 | 1.10% |
Fees may be negotiable. If independent managers are used, the total blended fee will not exceed 2.00% annually.
Fee Estimator
Location
108 Cambridge Plaza Drive, Suite B, Winston-Salem, NC, 27104
Get directionsHistory
Regulatory History (1)
Regulatory
March 2011Other Business ActivitiesSells Insurance
Kevin is an insurance agent. The filing does not specify the type of insurance or time commitment.
Employment History
Current Registrations
Compass Financial Services, INC.
Previous Registrations
Strategic Blueprint, LLC
Compass Financial Services, INC.
State Registrations1 state
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.