Kevin Dombrowski is a registered investment advisor at Grey Fox Wealth Advisors, LLC, based in Rockland, DE, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 276 clients with $540M 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 - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Location
100 South Rockland Falls Road, Rockland, DE, 19732
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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 is a Partner at Grey Fox Capital, LLC, a private equity company focused on Opportunity Zone investments. He spends a few hours per week identifying potential investments and modeling projects.
Employment History
Current Registrations
Grey Fox Wealth Advisors, LLC
Previous Registrations
Mainline Securities LLCBroker
Mainline Private Wealth, LLC
State Registrations3 states
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