Kevin Guarino is a registered investment advisor at Clover Leaf Financial LLC, based in Fairport, NY, with 6 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 223 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clover Leaf Financial manages investment portfolios for an annual fee based on the value of your portfolio. The fee is negotiated with each client and typically ranges from 0.50% to 1.50% annually, depending on the size of the portfolio, complexity of the client's financial situation, and the scope of services provided.
Location
1387 Fairport Rd., Suite 620, Fairport, NY, 14450
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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.
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Kevin is associated with Clover Leaf Financial LLC and Clover Leaf Digital Management, both DBAs for his LPL business. He also works as a developer for Council9 LLC, dedicating a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Clover Leaf Financial LLC
Previous Registrations
Clover Leaf Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisor Networks LLCBroker
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.