Brandon Kew is a registered investment advisor at Sagespring Wealth Partners, based in Clarinda, IA, with 9 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
114 West Main Street, Clarinda, IA, 51632
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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
Brandon co-owns a rental property and is involved with Kew Brothers, LLC, another rental real estate venture. He is also the CEO of Kew Wealth Team and an advisor at SageSpring Wealth Partners, dedicating about a quarter to half of his time to each. Brandon also works with Vanbridge as a broker selling non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services, INC.Broker
State Registrations3 states
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