Kevin Kaylakie is a CFP-designated registered investment advisor at Prime Capital Financial, based in Austin, TX, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
115 Wild Basin Rd. Suite 100, Austin, TX, 78746
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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.
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Kevin is a board member, treasurer, and investment committee chairman of the Hospice Austin Fund, and a finance counsel member at Emmaus Catholic Church, dedicating minimal time to each. He is also a member of CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC, spending minimal time providing investment advisory services.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Sinecera Capital, LLC
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Durbin Bennett Private Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.
Exams
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