Advisor at KMC Wealth Management, LLC
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Firm
KMC Wealth Management, LLC
Location
Kenedy, TX 78119
Credentials
Series 63, Series 66
Industry experience
20 years
Kevin Carrasco is a financial advisor with KMC Wealth Management, LLC in San Antonio, TX. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at AINN Holdings, LLC, Kmc Capital Management, and Great Expectations, LP. Carrasco also serves as a board member for several nonprofit organizations, including Family Life Works, The San Antonio Family Foundation, and Natural Womanhood. KMC Wealth Management provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and small businesses. The firm’s investment process incorporates fundamental and technical analysis alongside modern portfolio theory and offers alternative strategies such as commodity trading and private real-estate investment management.
Based on KMC Wealth Management, LLC
Based on KMC Wealth Management, LLC
$0 - $1,000,000: 1.50% (Equities) $1,000,000 - $5,000,000: 1.25% (Equities) $5,000,001 - $10,000,000: 1.00% (Equities) $10,000,001 - $50,000,000: 0.75% (Equities) $50,000,001 - $100,000,000: 0.60% (Equities) $100,000,001+: 0.50% (Equities) $0 - $1,000,000: 1.00% (Fixed Income) $1,000,001 - $5,000,000: 0.75% (Fixed Income) $5,000,001 - $10,000,000: 0.60% (Fixed Income) $10,000,001 - $50,000,000: 0.50% (Fixed Income) $50,000,001 - $100,000,000: 0.40% (Fixed Income)
Commission from sale of insurance products; usual and customary commissions received
Financial planning at $350 per hour
25% of asset growth on Alternative Investments, Equities, and Cash Management accounts, charged monthly
Minimum fee: Minimum quarterly fee of $750, negotiable under certain circumstances Fee-only: Financial planning fees charged at $350 per hour, negotiable, typically $1,050-$5,000 per plan
219 W Main
Kenedy, TX 78119
Texas
AINN Holdings, LLC
2018 - Present (8 years)
Kmc Capital Management
2013 - Present (13 years)
Great Expectations, Lp
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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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