Kevin Christ
Kevin Christ is a registered investment advisor at Kpc Financial Solutions, LLC, based in Southlake, TX, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 775 clients with $76M 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 $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.45% |
| $2.0M - $3.0M | 1.40% |
| $3M+ | 1.35% |
Fees are generally negotiable.
Fee Estimator
Location
300 Morrison Park Drive, Suite 130, Southlake, TX, 76092
Get directionsHistory
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 owns KPC Financial Solutions and is an independent insurance agent contracted with multiple carriers since 2016. He dedicates nearly full-time hours to insurance sales and services.
Employment History
Current Registrations
Kpc Financial Solutions, LLC
Previous Registrations
Ae Wealth Management, LLC
Brookstone Capital Management LLC
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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