Kevin Hostert
Kevin Hostert is a CFP-designated registered investment advisor at LPL Financial LLC, based in Anthem, AZ, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3701 W Anthem Way, Ste 203-3, Anthem, AZ, 85086
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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 ActivitiesSells Insurance
Kevin operates Watermark Wealth Strategies as a DBA for his LPL business and provides estate and trust services through Watermark Wealth Planning, dedicating minimal time to each. He also has business entities, Palindrome Worldwide LLC and Palindrome Wealth, LLC, for tax/investment purposes, brokers heavy equipment/machinery, and sells non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations20 states
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