Kevin Griffin is a CFP-designated registered investment advisor at Griffin Financial Advisors, LLC, based in St. John, IN, with 9 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 144 clients with $58M 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 $100K | 1.75% |
| $100K - $400K | 1.65% |
| $400K - $700K | 1.50% |
| $700K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $1.8M | 0.75% |
| $1.8M+ | 0.65% |
The annual fee may be negotiable.
Fee Estimator
Location
St. John, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Griffin Financial Advisors, LLC
State Registrations4 states
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