Kevin Kroskey
Kevin Kroskey is a CFP-designated registered investment advisor at True Wealth Design, LLC, based in Akron, OH, with 18 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 378 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True Wealth Design offers investment management as part of its Investment Advisory Services (IAS) and Wealth Management Services. The annual fee ranges from 0.25% to 1.60% of the assets managed. Fees are paid quarterly, in advance, based on the portfolio value at the end of the previous quarter. There is a minimum annual fee of $1,800 ($450 per quarter) for IAS and $5,000 ($1,250 per quarter) for Wealth Management Services. For clients desiring the True Wealth Private Client service level, a higher minimum fee of $15,000 ($3,750 per quarter) may be imposed.
Location
700 Ghent Road, Suite 100, Akron, OH, 44333
Get directionsHistory
Regulatory History (2)
Regulatory
October 2007Criminal
May 2002Other Business ActivitiesSells Insurance
Kevin is the sole member of Fine Girl Charter, LLC, a catamaran-chartering company, and True Wealth Design II, LLC, a real estate holding company, dedicating minimal time to each. He is also a licensed insurance agent since 2007, selling insurance products, and spends minimal time on this activity.
Employment History
Current Registrations
True Wealth Design, LLC
State Registrations5 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.