Kevin Martin is a registered investment advisor at Bridge Capital Consulting, LLC, based in Newport Beach, CA, with 13 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 185 clients with $64M 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 - $1.0M | 1.35% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee schedule is for accounts managed through SEI Investments Company. Accounts managed through American Funds Service Company (AFS) are charged 0.75% annually. Fees are negotiable. SEI and AFS may also charge sub-advisory fees.
Fee Estimator
Location
4343 Von Karman Ave, Suite 250L, Newport Beach, CA, 92660
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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
Bridge Capital Consulting, LLC
Previous Registrations
Curve Capital LLC
LPL Financial LLC
Private Equity Advisors, INC.
A. G. Edwards & Sons, INC.
State Registrations1 state
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