Kevin Mayo is a registered investment advisor at Cogent Private Wealth, based in Orlando, FL, with 10 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 65 clients with $140M 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 | 0.50% |
| $5.0M - $20.0M | 0.00% |
| $20M+ | 0.10% |
Minimum investment management fee of $5,000. Fees may be negotiable.
Fee Estimator
Location
420 S. Orange Ave., Suite 825, Orlando, FL, 32801
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 Activities
Kevin works as VP, Financial Reporting at Cogent Bank in Orlando, FL since June 2023. This banking role takes nearly full-time hours and is not investment related.
Employment History
Current Registrations
Cogent Private Wealth
Previous Registrations
Cnl Educational Institute, LLC
Cnl Fund Advisors II, LLC
Cnl Fund Advisors Company
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.