Kevin Good
Kevin Good is a CFP-designated registered investment advisor at Alegria Asset Management, based in Yakima, WA, 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 Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 44 clients with $38M 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1440 North 16th Avenue, Yakima, WA, 98902
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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 is a principal at BBM Financial Services, Inc. and its DBA Alegria Asset Management, where he participates in administrative and compliance tasks, acts as a third-party administrator, and sells/services insurance products. He also works as a substitute instructor at Perry Technical Institute and is a minority shareholder in Duck View, LLC.
Employment History
Current Registrations
Alegria Asset Management
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations12 states
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