Kevin Chambers is a registered investment advisor at Headwater Investment Consulting,inc., based in Mcminnville, OR, 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 570 clients with $470M 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 | 0.75% |
Fee is negotiable.
Fee Estimator
Location
408 SE 1st St., Mcminnville, OR, 97128
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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 is a co-owner of Tributary Properties LLC, a real estate holding company. He spends minimal time on this activity.
Employment History
Current Registrations
Headwater Investment Consulting,inc.
State Registrations2 states
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