Kevin Mccann
Kevin Mccann is a registered investment advisor at Horter Investment Management, LLC, based in Worthington, OH, with 3 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,337 clients with $310M 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 | 1.99% |
Maximum annual fee is 1.99% for standard portfolio management programs. Certain strategies like indexed retirement funds (0.50%), alternative investments (1.25%), and non-discretionary accounts (0.10%) have different rates. Fees are negotiable.
Fee Estimator
Location
5701 N High St., Worthington, OH, 43085
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 →Other Business ActivitiesSells Insurance
Kevin works as a self-employed sales agent for Kemper Healthcare, selling health insurance. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Horter Investment Management, LLC
Previous Registrations
Tucker Asset 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.
Exams
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