Kevin Weaver is a CFP-designated registered investment advisor at Sidoxia Capital Management, LLC, based in Newport Beach, CA, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 91 clients with $130M 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Minimum account size and annual fee may be negotiable under certain circumstances, including accounts invested in the Fusion ETF Focus strategy. Also manages the Slome Sidoxia Fund, LP with a 1.25% management fee.
Fee Estimator
Location
2901 W. Coast Highway, Suite 200, Newport Beach, CA, 92663
Get directionsHistory
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
Sidoxia Capital Management, LLC
State Registrations2 states
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.