Kevin Andersen is a registered investment advisor at K.W. Andersen Investment Group, LLC, based in Chicago, IL, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 31 clients with $44M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are based on a blended tier. Accounts within the same household will be aggregated for the benefit of discounting the asset-based fee unless instructed otherwise.
Fee Estimator
Location
Chicago, IL
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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 →Other Business Activities
Kevin works as a pilot for Delta Airlines since January 2023. This activity is not investment-related and takes about a quarter of his time.
Employment History
Current Registrations
K.W. Andersen Investment Group, LLC
Previous Registrations
William Blair & Company L.L.C.
William BlairBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
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