Kevin Krause is a registered investment advisor at Simplicity Wealth, based in Irvine, CA, with 3 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B 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 | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
19000 MacArthur Blvd, Ste 450, Irvine, CA, 92612
Get directionsHistory
Regulatory History (4)
Criminal
August 2016Criminal
September 2011Criminal
October 2007Criminal
December 2006Employment History
Current Registrations
Simplicity Wealth
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Zero Day Capital Enterprises LLC
Cps Financial & Insurance Services, INC.Broker
Northwestern Mutual Investment Services, 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.
Exams
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