Kevin Daley
Kevin Daley is a registered investment advisor at Lifestyle Freedom Advisory Group, LLC, based in Huntersville, NC, with 7 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 189 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Annual fees range from 0% to 1.90% and are negotiable based on the relationship size, asset types, and other factors.
Fee Estimator
Location
9541 Julian Clark Ave, Suite 101, Huntersville, NC, 28078
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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 an operations associate at Lifestyle Freedom Group, LLC dba Array Partners, a business consultation firm. This not-investment related activity takes about half of Kevin's time.
Employment History
Current Registrations
Lifestyle Freedom Advisory Group, 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.
Exams
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