Kevin Komar
Kevin Komar is a registered investment advisor at United Advisor Group, based in Independence, OH, with 17 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
6140 W Creek Rd, Suite 200, Independence, OH, 44131
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Regulatory History (1)
Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Kevin is a partner at KO-Advisors, LLC, providing tax preparation services, dedicating about 10-20% of his time. He is also a partner and investment advisor representative at United Advisor Group, spending the majority of his time there, and sells term life insurance as needed, dedicating minimal time.
Employment History
Current Registrations
United Advisor Group
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
AXA Advisors, LLCBroker
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.