Kevin Kepler
Kevin Kepler is a registered investment advisor at Coldstream Wealth Management, based in Kirkland, WA, with 13 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 4,519 clients with $12B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees can vary based on client type, asset class, pre-existing relationship, service levels, portfolio complexity, and account size or other special circumstances or requirements. Certain endowment and foundation clients are generally charged a flat annual retainer amount or a flat percentage rate.
Fee Estimator
Location
520Kirkland Way, Suite 300, Kirkland, WA, 98033
Get directionsHistory
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 an insurance agent with Seidman Insurance Consultants, LLC, dedicating about half of his time to selling insurance products. He also owns AK Equestrian LLC, a horse boarding facility, is a board member for the Snohomish County Farm Bureau and Meydenbauer LeTip.
Employment History
Current Registrations
Coldstream Wealth Management
Previous Registrations
Coldstream Securities, INC.Broker
Eagle Strategies LLC
Seidman Private Advisors LLC
Nylife Securities LLCBroker
Nylife Securities LLCBroker
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.