Advisor at BRK Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BRK Wealth Management LLC
Location
Lexington, KY
Credentials
Series 63, Series 65
Industry experience
18 years
Chad Kobes is a financial advisor at BRK Wealth Management LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wallace Hart Capital Management and TIAA-CREF Individual & Institutional Services. BRK Wealth Management LLC provides investment advisory and financial planning services to individual and high-net-worth clients, using tailored strategies that incorporate asset allocation, technical analysis, and both long- and short-term investment approaches. The firm primarily delivers one-time financial plans and manages accounts on discretionary and non-discretionary bases.
Fixed fees ranging from $2,500 to $7,500 per project
$0 - $500,000: 1.50% $500,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.85%
Hourly fees ranging from $100 to $250 per hour, negotiated with client
Fee-only: Fixed fees ranging from $2,500 to $7,500 per project; Hourly fees ranging from $100 to $250 per hour
Lexington, KY
Kentucky
BRK Wealth Management LLC
2023 - Present (3 years)
Wallace Hart Capital Management
2018 - 2023 (5 years)
UnEmployed
2017 - 2018 (1 year)
TIAA-CREF
2013 - 2017 (4 years)
Tiaa Cref
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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