Kevin Wrenn is a CFP-designated registered investment advisor at Ballast Financial Advisors, LLC, based in Annapolis, MD, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 564 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballast Financial Advisors charges a fixed fee for asset management services, based on the scope and complexity of the client's situation. This fee will not exceed $10,000 annually or the equivalent of 1.2% of the value of your portfolio. Fees are billed monthly, based on the average daily value of the account. For accounts managed by third-party managers, this fee is in addition to any fees charged by the third-party manager.
Location
1910 Towne Center Blvd, Suite 250, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a 50% owner in Corsica Center LLC, a rental property, which is a passive investment. He also works as an assistant high school basketball coach, dedicating a few hours per week.
Employment History
Current Registrations
Ballast Financial Advisors, LLC
Previous Registrations
Anchor Capital Management LLC
State Registrations3 states
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