Kevne Sharpe is a CFP-designated registered investment advisor at Mariner Wealth, based in Highlands Ranch, CO, with 36 years of industry experience. Kevne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
8871 Ridgeline Blvd., Ste. 100, Highlands Ranch, CO, 80129
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Regulatory History (1)
Customer Dispute
May 2003Other Business Activities
Kevne is the Membership Committee Chair for the Women's Estate Planning Council since April 2021. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Forta Financial Group, INC.
Forta Financial Group, INC.Broker
Toews Corporation
Northern Lights Distributors, LLCBroker
A & I Financial Services, LLC
Geneos Wealth Management, INC.Broker
Griffin Capital Securities, INC.Broker
Priority Capital Investments, LLCBroker
Ims Securities, INC.Broker
Cnl Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Key Brokerage Company, INC.Broker
Key Brokerage Company, INC.Broker
American Express Financial Advisors INC.Broker
Southmark Financial Services, INC.Broker
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.