Kevin Investments offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Kevin Investments generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities, cryptocurrencies (only for certain clients and a small amount).
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $1,000 to $10,000
- Hourly consulting — $300 to $600 per hour
One-Time Plan:$1,000 - $10,000
Hourly Rate:$300 - $600/hr
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