Kevin Katrodiya is a registered investment advisor at Lifeplan Wealth Management Group LLC, based in Branford, CT. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
LifePlan Wealth Management Group does not directly manage investments. Instead, they connect you with third-party investment advisors. The total fee you pay is split between LifePlan and the third-party advisor. These fees are calculated as a percentage of your portfolio's value and are negotiated on a case-by-case basis. Here are some examples of the total fees you might pay, depending on which third-party advisor you use:
- PlanMember Securities Corp.:
- 0-$250,000: 2.00%
- $250,000-$499,000: 1.85%
- $500,000-$999,999: 1.70%
- Over $1,000,000: 1.55%
- Verity Asset Management:
- 0-$249,999: 2.00%
- $250,000-$499,000: 1.85%
- $500,000-$999,999: 1.65%
- Over $1,000,000: 1.40%
- AE Wealth Management, LLC:
- 0-$250,000: 1.55%
- $250,000-$500,000: 1.45%
- $501,000-Over: 1.35%
Location
Branford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lifeplan Wealth Management Group LLC
State Registrations1 state
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