KF
CFP
KF
CFP
Kevin Force is a CFP-designated registered investment advisor at Force Acres, LLC, based in New Braunfels, TX, with 16 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 72 clients with $35M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
72 clients
Average Client Portfolio
$485K average
Assets Under Management
$34.9M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
New Braunfels, TX
Get directionsHistory
Regulatory History (2)
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Criminal
June 2000Final Disposition
Criminal
October 1999Final Disposition
Other Business Activities
Kevin is employed as a tutor/teacher at Kevin Force, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Force Acres, LLC
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Pax Financial Group
June 2016 - November 2019 · 3 yrs 5 mos
360 Wealth Management, LLC
December 2013 - September 2016 · 2 yrs 9 mos
LPL Financial LLC
February 2013 - October 2015 · 2 yrs 8 mos
LPL Financial LLCBroker
April 2009 - July 2017 · 8 yrs 3 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.