Kevin Carrasco is a registered investment advisor at Kmc Wealth Management, LLC, based in Kenedy, TX, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 30 clients with $20M 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 | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
These rates apply to equities. Fixed income rates are lower. KMC also charges a performance-based fee for advanced asset management accounts, typically comprised of Alternative Investments, Equities and Cash Management Accounts. The performance fee is 25% of the growth in the account, charged on a monthly basis.
Fee Estimator
Location
219 W Main, Kenedy, TX, 78119
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 an independent insurance agent since 1999, dedicating a few hours per week to insurance sales. He also serves as a voluntary board member for three non-profit organizations, spending minimal time on each.
Employment History
Current Registrations
Kmc Wealth Management, LLC
Previous Registrations
Ainn Holding, LLC
Ainn Holding, LLC
1st Global Advisors INC
Mcnally Financial Services Corporation
Investment Professionals, INC.
A. G. Edwards & Sons, INC.
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.