Kevin Pendergast
Kevin Pendergast is a registered investment advisor at Brownson, Rehmus & Foxworth, INC., based in Chicago, IL, with 11 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 263 clients with $4.8B 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 | 1.00% |
Base fees typically range from 0.15% to 1.00% of assets under management or advisement, determined through negotiation based on asset size, complexity, and service intensity.
Fee Estimator
Location
227 West Monroe Street, Suite 1800, Chicago, IL, 60606
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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's position with Ayco involves providing financial counseling services, including estate, insurance, investment, and income tax planning. He also renders tax and other financial advice.
Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
Previous Registrations
The Ayco Company,l.p.
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.
Exams
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