Kevin Batstone
Kevin Batstone is a CFP-designated registered investment advisor at Baybridge Capital Group, LLC, based in Livermore, CA, with 14 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. Their firm serves 220 clients with $190M 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 $250K | Included |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8.0M - $9.0M | 0.20% |
| $9M+ | 0.10% |
Minimum fee of $2,500. Accounts within the same household may be combined for a reduced fee. The annual fee may be negotiable.
Fee Estimator
Location
2205 Fourth Street, Livermore, CA, 94550
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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 →Other Business ActivitiesSells Insurance
Kevin is a sole proprietor and insurance agent since 2011, dedicating a few hours per week to this activity. He is also a managing partner at BayBridge Capital Group, LLC, an RIA, which takes nearly full-time hours, and an owner/manager of BOD Capital Partners, LLC, spending minimal time on it.
Employment History
Current Registrations
Baybridge Capital Group, LLC
Previous Registrations
Infinity Financial Services
Infinity Financial ServicesBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.