Kevin Silverman is a CFA-designated registered investment advisor at Carmel Capital Partners, LLC, based in San Diego, CA, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 231 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carmel Capital Partners charges an annual fee based on the value of your investments, ranging from 0.60% to 1.50%. The fee is determined by the type and complexity of your account. The fee is billed quarterly in advance or monthly in arrears, depending on the custodian. Fees may be negotiable. They may also charge a performance-based fee to certain qualified clients.
Location
12760 High Bluff Drive, Suite 210, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is the owner of Madison Partners, L.C., a general business involved in research, publishing, content creation, and IP, dedicating about 10-20% of his time. He also teaches investing and portfolio management at the University of Wisconsin-Milwaukee, spending about a quarter of his time.
Employment History
Current Registrations
Carmel Capital Partners, LLC
Previous Registrations
Sterling Partners Equity Advisors LLC
Falcon Capital Management, LLC
Forestview Wealth Management, LLC
Clarity Holdings, LLC
Two Rivers Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.