Kevin Wade
Kevin Wade is a registered investment advisor at Centennial Advisors, LLC, based in Salado, TX, with 9 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 410 clients with $170M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable. Assets allocated to the Centennial Alternative Income Fund will be charged an annual fee of 1.00%.
Fee Estimator
Location
417 N. Main, Suite 103, Salado, TX, 76571
Get directionsHistory
Regulatory History (1)
Regulatory
November 2012Other Business ActivitiesSells Insurance
Kevin is an official for high school sports. He also receives bonuses for the sale of insurance and fixed products as part of his salary structure.
Employment History
Current Registrations
Centennial Advisors, LLC
Previous Registrations
Centennial Wealth Advisory, LLC
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.