Kevin Roberts
Kevin Roberts is a CFP-designated registered investment advisor at Lifetime Wealth Design LLC, based in Louisville, KY, 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, High Net Worth, Retirement Planning, and 1 more. Their firm serves 13 clients with $3.3M 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 | 1.50% |
Management fee is negotiable based on the size of the account. Clients may household or aggregate account values to negotiate a lower fee.
Fee Estimator
Location
201B Townepark Circle, Ste B-1, Louisville, KY, 40243
Get directionsHistory
Regulatory History (1)
Regulatory
March 2017Other Business ActivitiesSells Insurance
Kevin is a board member at Transcend Credit Union, owner of Roberts CPA Group and Corales & Roberts CPAs PSC (CPA firms), and has ownership in multiple LLCs related to rental property, media, and a Scooter's Coffee franchise. He also works as a licensed insurance agent, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Lifetime Wealth Design LLC
Previous Registrations
Prosperity Capital Advisors
National Planning CorporationBroker
Lifetime Wealth Design LLC
1st Global Capital CORP.Broker
1st Global Advisors INC
Investment Advisors
Proequities, INC.Broker
State Registrations1 state
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.