Devin Kile
Devin Kile is a registered investment advisor at Davinci Financial Designs, based in Columbia, SC, with 9 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 686 clients with $200M 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 $50K | 1.60% |
| $50K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiated, but will not exceed 3%.
Fee Estimator
Location
5301 N. Trenholm Road, Suite A, Columbia, SC, 29206
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
Devin is involved with DaVinci Risk Designs, LLC, focusing on non-variable insurance administration, dedicating a few hours per week. He also dedicates full-time hours to DaVinci Financial Designs, LLC as a Registered Investment Advisor Hybrid, and is associated with DaVinci Investment Services as a DBA for LPL Business.
Employment History
Current Registrations
Davinci Financial Designs
LPL Financial LLCBroker
State Registrations1 state
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