Advisor at McAvoy Kemp 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
McAvoy Kemp Wealth Management, LLC
Location
Columbus, IN 47201-3214
Credentials
Series 63, Series 65
Industry experience
34 years
May charge a one-time setup fee not exceeding $200 per account; retainer fees for certain services up to six months in advance, capped at $500.
$0 - $200,000: 1.50% $0 - $200,000: 1.40% $200,000 - $300,000: 1.20% $300,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
Advisers are Registered Representatives of a broker/dealer and accept commissions for sales of securities/products; commissions are in addition to advisory fees.
Fees for limited or project-based advice may be based on hourly rates.
Account minimum: $250,000 (negotiable) Fee-only: Hourly rates, retainers up to six months in advance, or project-based fees for limited or specific financial planning services.
McAvoy Kemp Wealth Management, LLC
2007 - Present (19 years)
Cambridge Investment Research, Inc.
2001 - Present (25 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.
Is not active or affiliated with:
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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