Kevin Sims
Kevin Sims is a registered investment advisor at Richmark Private Wealth Management, based in Frankenmuth, MI, with 32 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 368 clients with $53M 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 - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Management fee and the Third Party Investment Adviser fee combined will not exceed 3.00% annually.
Fee Estimator
Location
516 South Main Street, Suite C, Frankenmuth, MI, 48734
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is insurance licensed and involved in insurance sales since 1993. This takes about a quarter of his time during trading hours.
Employment History
Current Registrations
Richmark Private Wealth Management
Previous Registrations
Richmark Private Wealth Management
Captrust
Captrust Financial Advisors or "captrust"
Capfinancial Securities, LLC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Equities LLCBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 states
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.