Kevin Pellegrini is a registered investment advisor at West Pine 43 LLC, based in West Palm Beach, FL, 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 High Net Worth, Investment Management. Their firm serves 50 clients with $24M 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 $200K | 2.00% |
| $200K - $750K | 1.65% |
| $750K - $1.8M | 1.40% |
| $1.8M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
515 North Flagler Drive, Suite 350, West Palm Beach, FL, 33401
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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 →Employment History
Current Registrations
West Pine 43 LLC
Previous Registrations
Joseph Gunnar & CO., LLC
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Oppenheimer & CO. INC.
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Laidlaw & Company (UK) LTD.Broker
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National Securities CorporationBroker
Aegis Capital CORP.Broker
John Thomas FinancialBroker
State Registrations3 states
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