Chad Kobes is a registered investment advisor at Brk Wealth Management LLC, based in Lexington, KY, with 18 years of industry experience. Chad 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. Their firm serves 7 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Location
Lexington, KY
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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 →Employment History
Current Registrations
Brk Wealth Management LLC
Previous Registrations
Wallace Hart Capital Management
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Investment Professionals, INC.
Investment Professionals, INC.Broker
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.Broker
State Registrations1 state
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