Kevin Moss is a registered investment advisor at Optivise Advisory Services LLC, based in Arlington, TX, with 9 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,216 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.
Location
Arlington, TX
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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 →Other Business ActivitiesSells Insurance
Kevin may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. The sale of fixed insurance products will take about half of Kevin's time.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
Panthrex Asset Management LLC
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.