Kevin Kroskey
Kevin Kroskey is a CFP-designated registered investment advisor at True Wealth Design, LLC, based in Humacao, PR, 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, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 366 clients with $490M 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 | 1.60% |
Annual fees range from 0.25% up to 1.60% depending on asset size, complexity, and scope of services. Minimum annual fee of $1,800 for investment advisory services and $5,000 for wealth management services apply.
Fee Estimator
Location
Humacao, PR
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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.
Exams
More Advisors
- Eric Miller, CFP