McAvoy Kemp Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,825,233
Total clients
110
25% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
55
Average account size
$580,229
About
McAvoy Kemp Wealth Management provides financial planning and portfolio management to individual and high-net-worth clients, as well as pension/profit-sharing plans and trusts. The firm manages approximately $63.8 million for roughly 110 clients and operates with two advisory professionals.
The firm’s advice is delivered through individualized financial planning (covering goals, cash flow, tax and estate considerations) and asset-allocation recommendations, with periodic reviews and rebalancing back to target allocations. Accounts are generally managed on a discretionary basis, portfolios commonly include mutual funds and ETFs, and the firm typically applies a negotiable account minimum of $250,000.
Distinctive features include an affiliation with an insurance agency and that some firm representatives are licensed to sell insurance products and serve as registered representatives of a broker-dealer, arrangements that can generate commission compensation in addition to advisory fees. The brochure discloses these dual roles and related conflicts of interest and notes that firm representatives are required to use a particular broker-dealer for brokerage services, though clients retain the option to implement recommendations elsewhere.
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
McAvoy Kemp Wealth Management, LLC
2121 25 Th Street, Suite A
Columbus IN 47201-3214, United States
Number of offices
2
Forms ADV
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