Kevin Lindley is a registered investment advisor at Beaird Harris, based in Dallas, TX, with 8 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, High Net Worth, Investment Management, and 2 more. Their firm serves 769 clients with $1.9B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $10,000, effectively a $2,500 minimum quarterly fee.
Fee Estimator
Location
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX, 75244
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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 Activities
Kevin works as a staff accountant at Beaird Harris & Co. PC, a tax consulting firm, since 2018. He dedicates nearly full-time hours to tax consulting, preparation, and counseling.
Employment History
Current Registrations
Beaird Harris
Previous Registrations
Cain, Watters & Associates, 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.