Kevin Carrico is a CFA-designated registered investment advisor at Springhouse Financial, LLC, based in Louisville, KY, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $17M 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 | 0.50% |
Fees are negotiable and may vary depending on client circumstances.
Fee Estimator
Location
Louisville, KY
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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.
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Kevin is the Manager and an equity member of Maurice Carrico Farm, LLC, leasing farm property to a third party. He spends minimal time on administrative tasks for the LLC, receiving no compensation other than his share of gains or losses.
Employment History
Current Registrations
Springhouse Financial, LLC
State Registrations1 state
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