Kevin Penner is a CFP-designated registered investment advisor at Parcion Private Wealth LLC, based in Bellevue, WA, 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 Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 165 clients with $3B 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 | 1.50% |
Fee schedule ranges between 0.60% and 1.50% annually, depending upon the size and composition of a client’s portfolio and the type of services rendered. Some clients pay less than the low end of the stated schedule, as negotiated based on scope of services or their length of time with the firm.
Fee Estimator
Location
11980 NE 24th St, Suite 210, Bellevue, WA, 98005
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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 →Employment History
Current Registrations
Parcion Private Wealth LLC
Previous Registrations
Pathstone
Cornerstone Advisors INC
Frg Family Wealth Advisors
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.