Braden Seymour
Braden Seymour is a registered investment advisor at Kleinfelder Capital, INC., based in Cincinnati, OH, with 2 years of industry experience. Braden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 498 clients with $380M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
8050 Hosbrook Road, Suite 200, Cincinnati, OH, 45236
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
Braden is an independent insurance agent at the same business address. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Kleinfelder Capital, INC.
Previous Registrations
Ae Wealth Management, LLC
Arkadios Wealth Advisors
Arkadios CapitalBroker
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.